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Dorchester Wealth Management’s Marchex MCHX Stock Holding History

Dorchester Wealth Management’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-19,000
Closed -$30K – 139
2020
Q2 		$30K Buy
+19,000
New +$28.7K 0.01% 130

Other funds holding MCHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
RAM
Roumell Asset Management Chevy Chase, Maryland $53.3M AUM 8.91% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $36.7M AUM 6.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dorchester Wealth Management's MCHX Position: Q3 2020 in Review

Dorchester Wealth Management sold out of Marchex (MCHX) in Q3 2020, closing a stake of 19,000 shares — an estimated $30K sold.

Dorchester Wealth Management first reported a position in MCHX in Q2 2020 and held it in 1 quarter. The position peaked at $30K in Q2 2020. 52 funds tracked by Wall St. Rank hold MCHX as of Q3 2020.

  • Dorchester Wealth Management reported no remaining Marchex position as of Q3 2020 after selling out during the quarter.
  • Dorchester Wealth Management sold 19,000 Marchex shares in Q3 2020, an estimated $30K.
  • Dorchester Wealth Management first reported a position in Marchex in Q2 2020 and held it in 1 quarter.
  • Dorchester Wealth Management's Marchex position peaked at $30K in Q2 2020.
  • 52 funds tracked by Wall St. Rank held Marchex as of Q3 2020.

Based on Dorchester Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.