Ground Swell Capital’s MarketWise MKTW Stock Holding History

Ground Swell Capital’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
2024 Q4	–	Sell	-924	Closed	-$12.4K	–	220
2024 Q3	$12.4K	Buy	+924	New	+$16.9K	0.01%	137

Other funds holding MKTW

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ground Swell Capital's MKTW Position: Q4 2024 in Review

Ground Swell Capital sold out of MarketWise (MKTW) in Q4 2024, closing a stake of 924 shares — an estimated $12.4K sold.

Ground Swell Capital first reported a position in MKTW in Q3 2024 and held it in 1 quarter. The position peaked at $12.4K in Q3 2024. 59 funds tracked by Wall St. Rank hold MKTW as of Q4 2024.

Ground Swell Capital reported no remaining MarketWise position as of Q4 2024 after selling out during the quarter.
Ground Swell Capital sold 924 MarketWise shares in Q4 2024, an estimated $12.4K.
Ground Swell Capital first reported a position in MarketWise in Q3 2024 and held it in 1 quarter.
Ground Swell Capital's MarketWise position peaked at $12.4K in Q3 2024.
59 funds tracked by Wall St. Rank held MarketWise as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.