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Legacy Wealth Planning’s Marathon Digital Holdings MARA Stock Holding History

Legacy Wealth Planning’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,000
Closed -$21K – 93
2022
Q2 		$21K Buy
+4,000
New +$53.5K 0.03% 91
2021
Q2 		– Sell
-4,000
Closed -$192K – 100
2021
Q1 		$192K Buy
+4,000
New +$124K 0.24% 93

Other funds holding MARA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Wealth Planning's MARA Position: Q3 2022 in Review

Legacy Wealth Planning sold out of Marathon Digital Holdings (MARA) in Q3 2022, closing a stake of 4,000 shares — an estimated $21K sold.

Legacy Wealth Planning first reported a position in MARA in Q1 2021 and held it in 2 quarters. The position peaked at $192K in Q1 2021. 201 funds tracked by Wall St. Rank hold MARA as of Q3 2022.

  • Legacy Wealth Planning reported no remaining Marathon Digital Holdings position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 4,000 Marathon Digital Holdings shares in Q3 2022, an estimated $21K.
  • Legacy Wealth Planning first reported a position in Marathon Digital Holdings in Q1 2021 and held it in 2 quarters.
  • Legacy Wealth Planning's Marathon Digital Holdings position peaked at $192K in Q1 2021.
  • 201 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.