Financial Gravity Asset Management’s MAKITA CORP SPONS ADR MKTAY Stock Holding History

Financial Gravity Asset Management’s Portfolio MKTAY Stock Details MKTAY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-11	Closed	-$315	–	1343
2023 Q4	$315	Buy	+11	New	+$315	﹤0.01%	976
2021 Q3	$55K	Buy	149 +44	+42%	+$16.2K	0.03%	530
2021 Q2	$47K	Buy	+105	New	+$47K	0.02%	592
2019 Q4	$0	Buy	+3	New	–	﹤0.01%	1852

Other funds holding MKTAY

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Financial Gravity Asset Management's MKTAY Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of MAKITA CORP SPONS ADR (MKTAY) in Q1 2024, closing a stake of 11 shares — an estimated $315 sold.

Financial Gravity Asset Management first reported a position in MKTAY in Q4 2019 and held it in 4 quarters. The position peaked at $55K in Q3 2021. 5 funds tracked by Wall St. Rank hold MKTAY as of Q1 2024.

Financial Gravity Asset Management reported no remaining MAKITA CORP SPONS ADR position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 11 MAKITA CORP SPONS ADR shares in Q1 2024, an estimated $315.
Financial Gravity Asset Management first reported a position in MAKITA CORP SPONS ADR in Q4 2019 and held it in 4 quarters.
Financial Gravity Asset Management's MAKITA CORP SPONS ADR position peaked at $55K in Q3 2021.
5 funds tracked by Wall St. Rank held MAKITA CORP SPONS ADR as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.