Cresset Asset Management’s MarketWise MKTW Stock Holding History

Cresset Asset Management’s Portfolio MKTW Stock Details MKTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,000	Closed	-$13.4K	–	2029
2024 Q3	$13.4K	Hold	1,000	–	–	﹤0.01%	2158
2024 Q2	$23.2K	Buy	1,000 +455	+83%	+$13.4K	﹤0.01%	2044
2024 Q1	$19K	Hold	545	–	–	﹤0.01%	1887
2023 Q4	$29.8K	Buy	+545	New	+$26.6K	﹤0.01%	1800

Other funds holding MKTW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cresset Asset Management's MKTW Position: Q4 2024 in Review

Cresset Asset Management sold out of MarketWise (MKTW) in Q4 2024, closing a stake of 1,000 shares — an estimated $13.4K sold.

Cresset Asset Management first reported a position in MKTW in Q4 2023 and held it in 4 quarters. The position peaked at $29.8K in Q4 2023. 59 funds tracked by Wall St. Rank hold MKTW as of Q4 2024.

Cresset Asset Management reported no remaining MarketWise position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 1,000 MarketWise shares in Q4 2024, an estimated $13.4K.
Cresset Asset Management first reported a position in MarketWise in Q4 2023 and held it in 4 quarters.
Cresset Asset Management's MarketWise position peaked at $29.8K in Q4 2023.
59 funds tracked by Wall St. Rank held MarketWise as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.