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JNBA Financial Advisors’s MarketAxess Holdings MKTX Stock Holding History

JNBA Financial Advisors’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
2022
Q4 		– Sell
-2
Closed – – 687
2022
Q3 		$0 Buy
+2
New +$513 ﹤0.01% 726
2021
Q4 		– Sell
-50
Closed -$21K – 853
2021
Q3 		$21K Buy
+50
New +$22.9K ﹤0.01% 410
2016
Q4 		– Sell
-54
Closed -$9K – 993
2016
Q3 		$9K Buy
+54
New +$8.77K ﹤0.01% 1053

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JNBA Financial Advisors's MKTX Position: Q4 2022 in Review

JNBA Financial Advisors sold out of MarketAxess Holdings (MKTX) in Q4 2022, closing a stake of 2 shares.

JNBA Financial Advisors first reported a position in MKTX in Q3 2016 and held it in 3 quarters. The position peaked at $21K in Q3 2021. 499 funds tracked by Wall St. Rank hold MKTX as of Q4 2022.

  • JNBA Financial Advisors reported no remaining MarketAxess Holdings position as of Q4 2022 after selling out during the quarter.
  • JNBA Financial Advisors sold 2 MarketAxess Holdings shares in Q4 2022.
  • JNBA Financial Advisors first reported a position in MarketAxess Holdings in Q3 2016 and held it in 3 quarters.
  • JNBA Financial Advisors's MarketAxess Holdings position peaked at $21K in Q3 2021.
  • 499 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2022.

Based on JNBA Financial Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.