EWM
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Executive Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Executive Wealth Management’s Portfolio MKTX Stock Details MKTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-129
Closed -$42K – 529
2019
Q2 		$42K Hold
129
– – 0.01% 331
2019
Q1 		$32K Hold
129
– – 0.01% 345
2018
Q4 		$27K Buy
+129
New +$26.7K ﹤0.01% 381

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Executive Wealth Management's MKTX Position: Q3 2019 in Review

Executive Wealth Management sold out of MarketAxess Holdings (MKTX) in Q3 2019, closing a stake of 129 shares — an estimated $42K sold.

Executive Wealth Management first reported a position in MKTX in Q4 2018 and held it in 3 quarters. The position peaked at $42K in Q2 2019. 463 funds tracked by Wall St. Rank hold MKTX as of Q3 2019.

  • Executive Wealth Management reported no remaining MarketAxess Holdings position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 129 MarketAxess Holdings shares in Q3 2019, an estimated $42K.
  • Executive Wealth Management first reported a position in MarketAxess Holdings in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's MarketAxess Holdings position peaked at $42K in Q2 2019.
  • 463 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.