LPL Financial
MKFG

LPL Financial’s Markforged Holding Corporation MKFG Stock Holding History

LPL Financial’s Portfolio MKFG Stock Details MKFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,419
Closed -$5.82K – 5299
2024
Q2 		$5.82K Buy
+1,419
New +$7.75K ﹤0.01% 4992

Other funds holding MKFG

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

LPL Financial's MKFG Position: Q3 2024 in Review

LPL Financial sold out of Markforged Holding Corporation (MKFG) in Q3 2024, closing a stake of 1,419 shares — an estimated $5.82K sold.

LPL Financial first reported a position in MKFG in Q2 2024 and held it in 1 quarter. The position peaked at $5.82K in Q2 2024. 45 funds tracked by Wall St. Rank hold MKFG as of Q3 2024.

  • LPL Financial reported no remaining Markforged Holding Corporation position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 1,419 Markforged Holding Corporation shares in Q3 2024, an estimated $5.82K.
  • LPL Financial first reported a position in Markforged Holding Corporation in Q2 2024 and held it in 1 quarter.
  • LPL Financial's Markforged Holding Corporation position peaked at $5.82K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.