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Evermay Wealth Management’s Marathon Digital Holdings MARA Stock Holding History

Evermay Wealth Management’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5
Closed -$100 – 612
2024
Q2 		$100 Hold
5
– – ﹤0.01% 600
2024
Q1 		$113 Buy
+5
New +$109 ﹤0.01% 601

Other funds holding MARA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Evermay Wealth Management's MARA Position: Q3 2024 in Review

Evermay Wealth Management sold out of Marathon Digital Holdings (MARA) in Q3 2024, closing a stake of 5 shares — an estimated $100 sold.

Evermay Wealth Management first reported a position in MARA in Q1 2024 and held it in 2 quarters. The position peaked at $113 in Q1 2024. 320 funds tracked by Wall St. Rank hold MARA as of Q3 2024.

  • Evermay Wealth Management reported no remaining Marathon Digital Holdings position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 5 Marathon Digital Holdings shares in Q3 2024, an estimated $100.
  • Evermay Wealth Management first reported a position in Marathon Digital Holdings in Q1 2024 and held it in 2 quarters.
  • Evermay Wealth Management's Marathon Digital Holdings position peaked at $113 in Q1 2024.
  • 320 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.