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Greenhaven Road Investment Management’s MarketWise MKTW Stock Holding History

Greenhaven Road Investment Management’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-34,433
Closed -$391K – 20
2024
Q4 		$391K Sell
34,433
-141,701
-80% -$1.58M 0.06% 15
2024
Q3 		$2.35M Sell
176,134
-38,532
-18% -$707K 1% 12
2024
Q2 		$4.98M Sell
214,666
-5,165
-2% -$152K 2.31% 10
2024
Q1 		$7.61M Hold
219,831
– – 3.22% 9
2023
Q4 		$12M Sell
219,831
-7,687
-3% -$376K 5.04% 8
2023
Q3 		$7.28K Hold
227,518
– – 0.37% 16
2023
Q2 		$9.1M Buy
227,518
+9,726
+4% +$381K 0.46% 15
2023
Q1 		$7.32M Hold
217,792
– – 0.42% 17
2022
Q4 		$7.32M Hold
217,792
– – 4.72% 8
2022
Q3 		$9.93M Buy
217,792
+92,792
+74% +$5.47M 5.97% 6
2022
Q2 		$9M Hold
125,000
– – 4.62% 6
2022
Q1 		$11.8M Hold
125,000
– – 3.85% 7
2021
Q4 		$18.9M Hold
125,000
– – 4.25% 9
2021
Q3 		$20.6M Buy
+125,000
New +$24.3M 4.08% 9

Other funds holding MKTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
MIM
MTM Investment Management Spartanburg, South Carolina $316M AUM 19.47% 1-Year Est. Return

Greenhaven Road Investment Management's MKTW Position: Q1 2025 in Review

Greenhaven Road Investment Management sold out of MarketWise (MKTW) in Q1 2025, closing a stake of 34,433 shares — an estimated $391K sold.

Greenhaven Road Investment Management first reported a position in MKTW in Q3 2021 and held it in 14 quarters. The position peaked at $20.6M in Q3 2021. 60 funds tracked by Wall St. Rank hold MKTW as of Q1 2025.

  • Greenhaven Road Investment Management reported no remaining MarketWise position as of Q1 2025 after selling out during the quarter.
  • Greenhaven Road Investment Management sold 34,433 MarketWise shares in Q1 2025, an estimated $391K.
  • Greenhaven Road Investment Management first reported a position in MarketWise in Q3 2021 and held it in 14 quarters.
  • Greenhaven Road Investment Management's MarketWise position peaked at $20.6M in Q3 2021.
  • 60 funds tracked by Wall St. Rank held MarketWise as of Q1 2025.

Based on Greenhaven Road Investment Management's 13F filing for Q1 2025, filed 5 May 2025.