DAS
MKTW icon

Dynamic Advisor Solutions’s MarketWise MKTW Stock Holding History

Dynamic Advisor Solutions’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
2024
Q3 		– Sell
-3,897
Closed -$90.4K – 976
2024
Q2 		$90.4K Buy
+3,897
New +$115K ﹤0.01% 914

Other funds holding MKTW

GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dynamic Advisor Solutions's MKTW Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of MarketWise (MKTW) in Q3 2024, closing a stake of 3,897 shares — an estimated $90.4K sold.

Dynamic Advisor Solutions first reported a position in MKTW in Q2 2024 and held it in 1 quarter. The position peaked at $90.4K in Q2 2024. 60 funds tracked by Wall St. Rank hold MKTW as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining MarketWise position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,897 MarketWise shares in Q3 2024, an estimated $90.4K.
  • Dynamic Advisor Solutions first reported a position in MarketWise in Q2 2024 and held it in 1 quarter.
  • Dynamic Advisor Solutions's MarketWise position peaked at $90.4K in Q2 2024.
  • 60 funds tracked by Wall St. Rank held MarketWise as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.