CSat Investment Advisory’s MarketAxess Holdings MKTX Stock Holding History

CSat Investment Advisory’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
2021 Q1	$40K	Buy	80 +29	+57%	+$15.5K	0.03%	246
2020 Q4	$29K	Sell	51 -118	-70%	-$64.3K	0.03%	270
2020 Q3	$81K	Buy	169 +23	+16%	+$11.4K	0.01%	547
2020 Q2	$73K	Sell	146 -17	-10%	-$7.92K	0.01%	584
2020 Q1	$54K	Buy	163 +10	+7%	+$3.48K	0.01%	502
2019 Q4	$58K	Buy	153 +34	+29%	+$12.5K	0.02%	583
2019 Q3	$39K	Buy	119 +54	+83%	+$19.3K	0.01%	619
2019 Q2	$21K	Buy	+65	New	+$18.8K	0.01%	681

Other funds holding MKTX

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

CSat Investment Advisory's MKTX Position: Q1 2021 in Review

CSat Investment Advisory increased its MarketAxess Holdings (MKTX) stake by 57% in Q1 2021, buying an estimated $15.5K and bringing the position to 80 shares worth $40K. The position accounts for 0.03% of the portfolio, ranked #246.

CSat Investment Advisory first reported a position in MKTX in Q2 2019 and has held it in 8 quarters since. The position peaked at $81K in Q3 2020. 588 funds tracked by Wall St. Rank hold MKTX as of Q1 2021.

CSat Investment Advisory held 80 shares of MarketAxess Holdings worth $40K as of Q1 2021.
CSat Investment Advisory bought 29 MarketAxess Holdings shares in Q1 2021, an estimated $15.5K.
MarketAxess Holdings made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #246 holding.
CSat Investment Advisory first reported a position in MarketAxess Holdings in Q2 2019 and has held it in 8 quarters since.
CSat Investment Advisory's MarketAxess Holdings position peaked at $81K in Q3 2020.
588 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.