Janiczek Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Janiczek Wealth Management’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
2024 Q2	$5.01K	Sell	25 -42	-63%	-$8.66K	﹤0.01%	738
2024 Q1	$14.7K	Buy	67 +48	+253%	+$11.3K	﹤0.01%	619
2023 Q4	$5.57K	Sell	19 -60	-76%	-$14.5K	﹤0.01%	741
2023 Q3	$16.9K	Sell	79 -27	-25%	-$6.54K	﹤0.01%	543
2023 Q2	$27.7K	Hold	106	–	–	0.01%	408
2023 Q1	$35.6K	Hold	106	–	–	0.01%	355
2022 Q4	$34.3K	Buy	106 +8	+8%	+$2.06K	0.01%	364
2022 Q3	$23K	Sell	98 -13	-12%	-$3.34K	0.01%	432
2022 Q2	$30K	Hold	111	–	–	0.01%	402
2022 Q1	$38K	Sell	111 -77	-41%	-$27.9K	0.01%	348
2021 Q4	$77K	Buy	188 +125	+198%	+$49.3K	0.02%	232
2021 Q3	$27K	Buy	63 +25	+66%	+$11.5K	0.01%	402
2021 Q2	$18K	Sell	38 -60	-61%	-$28.6K	0.01%	453
2021 Q1	$49K	Sell	98 -13	-12%	-$6.93K	0.02%	231
2020 Q4	$63K	Buy	111 +85	+327%	+$46.3K	0.03%	163
2020 Q3	$13K	Buy	+26	New	+$12.9K	0.01%	210

Other funds holding MKTX

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

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

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janiczek Wealth Management's MKTX Position: Q2 2024 in Review

Janiczek Wealth Management reduced its MarketAxess Holdings (MKTX) stake by 63% in Q2 2024, selling an estimated $8.66K and leaving 25 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Janiczek Wealth Management first reported a position in MKTX in Q3 2020 and has held it in 16 quarters since. The position peaked at $77K in Q4 2021. 466 funds tracked by Wall St. Rank hold MKTX as of Q2 2024.

Janiczek Wealth Management held 25 shares of MarketAxess Holdings worth $5.01K as of Q2 2024.
Janiczek Wealth Management sold 42 MarketAxess Holdings shares in Q2 2024, an estimated $8.66K.
MarketAxess Holdings made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #738 holding.
Janiczek Wealth Management first reported a position in MarketAxess Holdings in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's MarketAxess Holdings position peaked at $77K in Q4 2021.
466 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.