CA
MKFG

Clearstead Advisors’s Markforged Holding Corporation MKFG Stock Holding History

Clearstead Advisors’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-171
Closed -$11K – 1456
2021
Q3 		$11K Hold
171
– – ﹤0.01% 937
2021
Q2 		$17K Hold
171
– – ﹤0.01% 731
2021
Q1 		$20K Buy
+171
New +$19.7K ﹤0.01% 686

Other funds holding MKFG

MIMC
Matrix IX Management Company Cambridge, Massachusetts $59.2M AUM 69.82% 1-Year Est. Return
TMC
TVL Management Corporation Menlo Park, California $1.84M AUM 0.1% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Clearstead Advisors's MKFG Position: Q4 2021 in Review

Clearstead Advisors sold out of Markforged Holding Corporation (MKFG) in Q4 2021, closing a stake of 171 shares — an estimated $11K sold.

Clearstead Advisors first reported a position in MKFG in Q1 2021 and held it in 3 quarters. The position peaked at $20K in Q1 2021. 81 funds tracked by Wall St. Rank hold MKFG as of Q4 2021.

  • Clearstead Advisors reported no remaining Markforged Holding Corporation position as of Q4 2021 after selling out during the quarter.
  • Clearstead Advisors sold 171 Markforged Holding Corporation shares in Q4 2021, an estimated $11K.
  • Clearstead Advisors first reported a position in Markforged Holding Corporation in Q1 2021 and held it in 3 quarters.
  • Clearstead Advisors's Markforged Holding Corporation position peaked at $20K in Q1 2021.
  • 81 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q4 2021.

Based on Clearstead Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.