Crewe Advisors’s MarketAxess Holdings MKTX Stock Holding History

Crewe Advisors’s Portfolio MKTX Stock Details MKTX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21	Closed	-$5.38K	–	745
2024 Q3	$5.38K	Hold	21	–	–	﹤0.01%	574
2024 Q2	$4.21K	Hold	21	–	–	﹤0.01%	826
2024 Q1	$4.61K	Buy	+21	New	+$4.96K	﹤0.01%	745
2023 Q3	–	Sell	-11	Closed	-$2.88K	–	794
2023 Q2	$2.88K	Hold	11	–	–	﹤0.01%	512
2023 Q1	$4.3K	Buy	11 +1	+10%	+$354	﹤0.01%	650
2022 Q4	$2.79K	Sell	10 -3	-23%	-$772	﹤0.01%	781
2022 Q3	$3K	Buy	+13	New	+$3.34K	﹤0.01%	969

Other funds holding MKTX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Crewe Advisors's MKTX Position: Q4 2024 in Review

Crewe Advisors sold out of MarketAxess Holdings (MKTX) in Q4 2024, closing a stake of 21 shares — an estimated $5.38K sold.

Crewe Advisors first reported a position in MKTX in Q3 2022 and held it in 7 quarters. The position peaked at $5.38K in Q3 2024. 518 funds tracked by Wall St. Rank hold MKTX as of Q4 2024.

Crewe Advisors reported no remaining MarketAxess Holdings position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 21 MarketAxess Holdings shares in Q4 2024, an estimated $5.38K.
Crewe Advisors first reported a position in MarketAxess Holdings in Q3 2022 and held it in 7 quarters.
Crewe Advisors's MarketAxess Holdings position peaked at $5.38K in Q3 2024.
518 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.