MW
MKTX icon

Marcum Wealth’s MarketAxess Holdings MKTX Stock Holding History

Marcum Wealth’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 		– Sell
-793
Closed -$326K – 393
2021
Q4 		$326K Buy
793
+56
+8% +$22.1K 0.05% 235
2021
Q3 		$310K Buy
737
+21
+3% +$9.64K 0.05% 234
2021
Q2 		$332K Hold
716
– – 0.05% 206
2021
Q1 		$357K Buy
716
+54
+8% +$28.8K 0.06% 193
2020
Q4 		$378K Buy
+662
New +$361K 0.09% 84

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Marcum Wealth's MKTX Position: Q1 2022 in Review

Marcum Wealth sold out of MarketAxess Holdings (MKTX) in Q1 2022, closing a stake of 793 shares — an estimated $326K sold.

Marcum Wealth first reported a position in MKTX in Q4 2020 and held it in 5 quarters. The position peaked at $378K in Q4 2020. 506 funds tracked by Wall St. Rank hold MKTX as of Q1 2022.

  • Marcum Wealth reported no remaining MarketAxess Holdings position as of Q1 2022 after selling out during the quarter.
  • Marcum Wealth sold 793 MarketAxess Holdings shares in Q1 2022, an estimated $326K.
  • Marcum Wealth first reported a position in MarketAxess Holdings in Q4 2020 and held it in 5 quarters.
  • Marcum Wealth's MarketAxess Holdings position peaked at $378K in Q4 2020.
  • 506 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2022.

Based on Marcum Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.