Key Financial Inc’s MarketAxess Holdings MKTX Stock Holding History

Key Financial Inc’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
2023 Q3	–	Sell	-14	Closed	-$3.66K	–	1380
2023 Q2	$3.66K	Buy	+14	New	+$4.18K	﹤0.01%	1052
2022 Q1	–	Sell	-23	Closed	-$9K	–	1093
2021 Q4	$9K	Hold	23	–	–	﹤0.01%	611
2021 Q3	$10K	Hold	23	–	–	0.01%	579
2021 Q2	$11K	Buy	+23	New	+$10.9K	0.01%	556

Other funds holding MKTX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Key Financial Inc's MKTX Position: Q3 2023 in Review

Key Financial Inc sold out of MarketAxess Holdings (MKTX) in Q3 2023, closing a stake of 14 shares — an estimated $3.66K sold.

Key Financial Inc first reported a position in MKTX in Q2 2021 and held it in 4 quarters. The position peaked at $11K in Q2 2021. 484 funds tracked by Wall St. Rank hold MKTX as of Q3 2023.

Key Financial Inc reported no remaining MarketAxess Holdings position as of Q3 2023 after selling out during the quarter.
Key Financial Inc sold 14 MarketAxess Holdings shares in Q3 2023, an estimated $3.66K.
Key Financial Inc first reported a position in MarketAxess Holdings in Q2 2021 and held it in 4 quarters.
Key Financial Inc's MarketAxess Holdings position peaked at $11K in Q2 2021.
484 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2023.

Based on Key Financial Inc's 13F filing for Q3 2023, filed 1 Nov 2023.