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Demars Financial Group’s MarketAxess Holdings MKTX Stock Holding History

Demars Financial Group’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
2020
Q4 		– Sell
-485
Closed -$234K – 76
2020
Q3 		$234K Hold
485
– – 0.18% 57
2020
Q2 		$243K Buy
+485
New +$226K 0.2% 52

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Demars Financial Group's MKTX Position: Q4 2020 in Review

Demars Financial Group sold out of MarketAxess Holdings (MKTX) in Q4 2020, closing a stake of 485 shares — an estimated $234K sold.

Demars Financial Group first reported a position in MKTX in Q2 2020 and held it in 2 quarters. The position peaked at $243K in Q2 2020. 604 funds tracked by Wall St. Rank hold MKTX as of Q4 2020.

  • Demars Financial Group reported no remaining MarketAxess Holdings position as of Q4 2020 after selling out during the quarter.
  • Demars Financial Group sold 485 MarketAxess Holdings shares in Q4 2020, an estimated $234K.
  • Demars Financial Group first reported a position in MarketAxess Holdings in Q2 2020 and held it in 2 quarters.
  • Demars Financial Group's MarketAxess Holdings position peaked at $243K in Q2 2020.
  • 604 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2020.

Based on Demars Financial Group's 13F filing for Q4 2020, filed 25 Jan 2021.