Delphia (USA)’s MarketWise MKTW Stock Holding History

Delphia (USA)’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
2022 Q3	–	Sell	-2,164	Closed	-$156K	–	368
2022 Q2	$156K	Sell	2,164 -669	-24%	-$46.5K	0.11%	305
2022 Q1	$267K	Buy	+2,833	New	+$309K	0.2%	193

Other funds holding MKTW

GRIM

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

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

HCM

Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return

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

Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return

FAM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Delphia (USA)'s MKTW Position: Q3 2022 in Review

Delphia (USA) sold out of MarketWise (MKTW) in Q3 2022, closing a stake of 2,164 shares — an estimated $156K sold.

Delphia (USA) first reported a position in MKTW in Q1 2022 and held it in 2 quarters. The position peaked at $267K in Q1 2022. 63 funds tracked by Wall St. Rank hold MKTW as of Q3 2022.

Delphia (USA) reported no remaining MarketWise position as of Q3 2022 after selling out during the quarter.
Delphia (USA) sold 2,164 MarketWise shares in Q3 2022, an estimated $156K.
Delphia (USA) first reported a position in MarketWise in Q1 2022 and held it in 2 quarters.
Delphia (USA)'s MarketWise position peaked at $267K in Q1 2022.
63 funds tracked by Wall St. Rank held MarketWise as of Q3 2022.

Based on Delphia (USA)'s 13F filing for Q3 2022, filed 14 Nov 2022.