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Foundations Investment Advisors’s MarketAxess Holdings MKTX Stock Holding History

Foundations Investment Advisors’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
2024
Q4 		– Sell
-1,540
Closed -$395K – 870
2024
Q3 		$395K Hold
1,540
– – 0.01% 572
2024
Q2 		$309K Sell
1,540
-2
-0.1% -$412 0.01% 603
2024
Q1 		$338K Sell
1,542
-630
-29% -$149K 0.01% 553
2023
Q4 		$476K Hold
2,172
– – 0.01% 444
2023
Q3 		$464K Hold
2,172
– – 0.01% 403
2023
Q2 		$568K Hold
2,172
– – 0.02% 339
2023
Q1 		$850K Buy
+2,172
New +$769K 0.03% 261

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Foundations Investment Advisors's MKTX Position: Q4 2024 in Review

Foundations Investment Advisors sold out of MarketAxess Holdings (MKTX) in Q4 2024, closing a stake of 1,540 shares — an estimated $395K sold.

Foundations Investment Advisors first reported a position in MKTX in Q1 2023 and held it in 7 quarters. The position peaked at $850K in Q1 2023. 518 funds tracked by Wall St. Rank hold MKTX as of Q4 2024.

  • Foundations Investment Advisors reported no remaining MarketAxess Holdings position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 1,540 MarketAxess Holdings shares in Q4 2024, an estimated $395K.
  • Foundations Investment Advisors first reported a position in MarketAxess Holdings in Q1 2023 and held it in 7 quarters.
  • Foundations Investment Advisors's MarketAxess Holdings position peaked at $850K in Q1 2023.
  • 518 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.