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Financial Advocates Investment Management’s Marchex MCHX Stock Holding History

Financial Advocates Investment Management’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$21.6K – 370
2025
Q2 		$21.6K Hold
10,000
– – ﹤0.01% 623
2025
Q1 		$16.3K Hold
10,000
– – ﹤0.01% 714
2024
Q4 		$17.5K Buy
+10,000
New +$18.5K ﹤0.01% 745

Other funds holding MCHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's MCHX Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Marchex (MCHX) in Q3 2025, closing a stake of 10,000 shares — an estimated $21.6K sold.

Financial Advocates Investment Management first reported a position in MCHX in Q4 2024 and held it in 3 quarters. The position peaked at $21.6K in Q2 2025. 31 funds tracked by Wall St. Rank hold MCHX as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Marchex position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,000 Marchex shares in Q3 2025, an estimated $21.6K.
  • Financial Advocates Investment Management first reported a position in Marchex in Q4 2024 and held it in 3 quarters.
  • Financial Advocates Investment Management's Marchex position peaked at $21.6K in Q2 2025.
  • 31 funds tracked by Wall St. Rank held Marchex as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.