GW
MKFG

GW & Wade’s Markforged Holding Corporation MKFG Stock Holding History

GW & Wade’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,500
Closed -$30K – 411
2022
Q3 		$30K Hold
1,500
– – ﹤0.01% 376
2022
Q2 		$28K Hold
1,500
– – ﹤0.01% 380
2022
Q1 		$60K Sell
1,500
-1,200
-44% -$52.5K ﹤0.01% 387
2021
Q4 		$145K Sell
2,700
-9,924
-79% -$632K 0.01% 384
2021
Q3 		$828K Buy
+12,624
New +$1.12M 0.04% 200

Other funds holding MKFG

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
TMC
TVL Management Corporation Menlo Park, California $1.84M AUM 0.1% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

GW & Wade's MKFG Position: Q4 2022 in Review

GW & Wade sold out of Markforged Holding Corporation (MKFG) in Q4 2022, closing a stake of 1,500 shares — an estimated $30K sold.

GW & Wade first reported a position in MKFG in Q3 2021 and held it in 5 quarters. The position peaked at $828K in Q3 2021. 97 funds tracked by Wall St. Rank hold MKFG as of Q4 2022.

  • GW & Wade reported no remaining Markforged Holding Corporation position as of Q4 2022 after selling out during the quarter.
  • GW & Wade sold 1,500 Markforged Holding Corporation shares in Q4 2022, an estimated $30K.
  • GW & Wade first reported a position in Markforged Holding Corporation in Q3 2021 and held it in 5 quarters.
  • GW & Wade's Markforged Holding Corporation position peaked at $828K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q4 2022.

Based on GW & Wade's 13F filing for Q4 2022, filed 10 Feb 2023.