Gradient Investments’s MarketAxess Holdings MKTX Stock Holding History

Gradient Investments’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 Q1	–	Sell	-8	Closed	-$2.34K	–	1599
2023 Q4	$2.34K	Hold	8	–	–	﹤0.01%	1187
2023 Q3	$1.71K	Buy	8 +5	+167%	+$1.21K	﹤0.01%	1215
2023 Q2	$784	Hold	3	–	–	﹤0.01%	1433
2023 Q1	$1.17K	Hold	3	–	–	﹤0.01%	1183
2022 Q4	$837	Hold	3	–	–	﹤0.01%	1226
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	1256
2022 Q2	$1K	Buy	+3	New	+$820	﹤0.01%	1146
2021 Q1	–	Sell	-3	Closed	-$1K	–	1229
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	1063
2020 Q3	$1K	Buy	+3	New	+$1.48K	﹤0.01%	1068

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Gradient Investments's MKTX Position: Q1 2024 in Review

Gradient Investments sold out of MarketAxess Holdings (MKTX) in Q1 2024, closing a stake of 8 shares — an estimated $2.34K sold.

Gradient Investments first reported a position in MKTX in Q3 2020 and held it in 9 quarters. The position peaked at $2.34K in Q4 2023. 462 funds tracked by Wall St. Rank hold MKTX as of Q1 2024.

Gradient Investments reported no remaining MarketAxess Holdings position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 8 MarketAxess Holdings shares in Q1 2024, an estimated $2.34K.
Gradient Investments first reported a position in MarketAxess Holdings in Q3 2020 and held it in 9 quarters.
Gradient Investments's MarketAxess Holdings position peaked at $2.34K in Q4 2023.
462 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.