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Independent Advisor Alliance’s MarketAxess Holdings MKTX Stock Holding History

Independent Advisor Alliance’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
2020
Q3 		– Sell
-5,755
Closed -$2.88M – 518
2020
Q2 		$2.88M Buy
+5,755
New +$2.68M 0.31% 66

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Advisor Alliance's MKTX Position: Q3 2020 in Review

Independent Advisor Alliance sold out of MarketAxess Holdings (MKTX) in Q3 2020, closing a stake of 5,755 shares — an estimated $2.88M sold.

Independent Advisor Alliance first reported a position in MKTX in Q2 2020 and held it in 1 quarter. The position peaked at $2.88M in Q2 2020. 558 funds tracked by Wall St. Rank hold MKTX as of Q3 2020.

  • Independent Advisor Alliance reported no remaining MarketAxess Holdings position as of Q3 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 5,755 MarketAxess Holdings shares in Q3 2020, an estimated $2.88M.
  • Independent Advisor Alliance first reported a position in MarketAxess Holdings in Q2 2020 and held it in 1 quarter.
  • Independent Advisor Alliance's MarketAxess Holdings position peaked at $2.88M in Q2 2020.
  • 558 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.