Lenox Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

Lenox Wealth 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 Q1	$3K	Buy	+10	New	+$3.63K	﹤0.01%	612
2020 Q2	–	Sell	-19	Closed	-$6K	–	719
2020 Q1	$6K	Buy	19 +18	+1,800%	+$6.27K	﹤0.01%	404
2019 Q4	$0	Buy	+1	New	+$367	﹤0.01%	785
2019 Q2	–	Sell	-32	Closed	-$8K	–	518
2019 Q1	$8K	Buy	+32	New	+$7.25K	﹤0.01%	296
2018 Q2	–	Sell	-14	Closed	-$3K	–	608
2018 Q1	$3K	Buy	+14	New	+$2.88K	﹤0.01%	447

Other funds holding MKTX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GAM

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

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's MKTX Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in MarketAxess Holdings (MKTX) in Q1 2022: 10 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in MKTX as recently as Q1 2020.

Lenox Wealth Advisors first reported a position in MKTX in Q1 2018 and has held it in 5 quarters since. The position peaked at $8K in Q1 2019. 506 funds tracked by Wall St. Rank hold MKTX as of Q1 2022.

Lenox Wealth Advisors held 10 shares of MarketAxess Holdings worth $3K as of Q1 2022.
MarketAxess Holdings was a new Lenox Wealth Advisors position in Q1 2022.
MarketAxess Holdings made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #612 holding.
Lenox Wealth Advisors first reported a position in MarketAxess Holdings in Q1 2018 and has held it in 5 quarters since.
Lenox Wealth Advisors's MarketAxess Holdings position peaked at $8K in Q1 2019.
506 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.