FGAM
MKTAY

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
Q2 		– Sell
-32
Closed -$900 – 2526
2024
Q1 		$900 Buy
32
+10
+45% +$281 ﹤0.01% 1258
2023
Q4 		$610 Buy
22
+11
+100% +$305 ﹤0.01% 1120
2023
Q3 		$295 Sell
11
-17
-61% -$456 ﹤0.01% 888
2023
Q2 		$1.08K Buy
28
+3
+12% +$115 ﹤0.01% 794
2023
Q1 		$289 Buy
25
+2
+9% +$23 0.01% 553
2022
Q4 		$1.64K Sell
23
-77
-77% -$5.49K 0.01% 575
2022
Q3 		$227 Sell
100
-25
-20% -$57 0.01% 530
2022
Q2 		$285 Sell
125
-643
-84% -$1.47K 0.01% 475
2022
Q1 		$2.57K Sell
768
-651
-46% -$2.18K 0.07% 244
2021
Q4 		$8.12K Buy
1,419
+1,270
+852% +$7.26K 0.18% 160
2021
Q3 		$55K Buy
149
+44
+42% +$16.2K 0.03% 530
2021
Q2 		$47K Buy
+105
New +$47K 0.02% 592
2020
Q2 		– Sell
-3
Closed – – 1068
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1454
2019
Q4 		$0 Buy
+3
New – ﹤0.01% 1852

Other funds holding MKTAY

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Gravity Asset Management's MKTAY Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of MAKITA CORP SPONS ADR (MKTAY) in Q2 2024, closing a stake of 32 shares — an estimated $900 sold.

Financial Gravity Asset Management first reported a position in MKTAY in Q4 2019 and held it in 14 quarters. The position peaked at $55K in Q3 2021. 5 funds tracked by Wall St. Rank hold MKTAY as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining MAKITA CORP SPONS ADR position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 32 MAKITA CORP SPONS ADR shares in Q2 2024, an estimated $900.
  • Financial Gravity Asset Management first reported a position in MAKITA CORP SPONS ADR in Q4 2019 and held it in 14 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 Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.