Ellevest Inc’s MarketWise MKTW Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-149	Closed	-$5.51K	–	1117
2023 Q1	$5.51K	Buy	149 +136	+1,046%	+$5.46K	﹤0.01%	1179
2022 Q4	$440	Buy	+13	New	+$565	﹤0.01%	1637

Other funds holding MKTW

GRIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellevest Inc's MKTW Position: Q2 2023 in Review

Ellevest Inc sold out of MarketWise (MKTW) in Q2 2023, closing a stake of 149 shares — an estimated $5.51K sold.

Ellevest Inc first reported a position in MKTW in Q4 2022 and held it in 2 quarters. The position peaked at $5.51K in Q1 2023. 56 funds tracked by Wall St. Rank hold MKTW as of Q2 2023.

Ellevest Inc reported no remaining MarketWise position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 149 MarketWise shares in Q2 2023, an estimated $5.51K.
Ellevest Inc first reported a position in MarketWise in Q4 2022 and held it in 2 quarters.
Ellevest Inc's MarketWise position peaked at $5.51K in Q1 2023.
56 funds tracked by Wall St. Rank held MarketWise as of Q2 2023.

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