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Holistic Financial Partners’s MarketAxess Holdings MKTX Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-328
Closed -$71K – 239
2018
Q1 		$71K Buy
+328
New +$67.5K 0.06% 149

Other funds holding MKTX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Holistic Financial Partners's MKTX Position: Q2 2018 in Review

Holistic Financial Partners sold out of MarketAxess Holdings (MKTX) in Q2 2018, closing a stake of 328 shares — an estimated $71K sold.

Holistic Financial Partners first reported a position in MKTX in Q1 2018 and held it in 1 quarter. The position peaked at $71K in Q1 2018. 319 funds tracked by Wall St. Rank hold MKTX as of Q2 2018.

  • Holistic Financial Partners reported no remaining MarketAxess Holdings position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 328 MarketAxess Holdings shares in Q2 2018, an estimated $71K.
  • Holistic Financial Partners first reported a position in MarketAxess Holdings in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's MarketAxess Holdings position peaked at $71K in Q1 2018.
  • 319 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.