EI
MKFG

Ellevest Inc’s Markforged Holding Corporation MKFG Stock Holding History

Ellevest Inc’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-288
Closed -$2.76K – 1706
2023
Q1 		$2.76K Sell
288
-26
-8% -$324 ﹤0.01% 1373
2022
Q4 		$3.65K Buy
314
+296
+1,644% +$4.51K ﹤0.01% 1257
2022
Q3 		$0 Buy
+18
New +$417 ﹤0.01% 1901

Other funds holding MKFG

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TMC
TVL Management Corporation Menlo Park, California $1.84M AUM 0.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ellevest Inc's MKFG Position: Q2 2023 in Review

Ellevest Inc sold out of Markforged Holding Corporation (MKFG) in Q2 2023, closing a stake of 288 shares — an estimated $2.76K sold.

Ellevest Inc first reported a position in MKFG in Q3 2022 and held it in 3 quarters. The position peaked at $3.65K in Q4 2022. 82 funds tracked by Wall St. Rank hold MKFG as of Q2 2023.

  • Ellevest Inc reported no remaining Markforged Holding Corporation position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 288 Markforged Holding Corporation shares in Q2 2023, an estimated $2.76K.
  • Ellevest Inc first reported a position in Markforged Holding Corporation in Q3 2022 and held it in 3 quarters.
  • Ellevest Inc's Markforged Holding Corporation position peaked at $3.65K in Q4 2022.
  • 82 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.