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Marcum Wealth’s RELX RELX Stock Holding History

Marcum Wealth’s Portfolio RELX Stock Details RELX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$228K Buy
4,517
+51
+1% +$2.5K 0.02% 343
2024
Q4 		$203K Buy
4,466
+3
+0.1% +$140 0.02% 364
2024
Q3 		$212K Sell
4,463
-248
-5% -$11.5K 0.02% 355
2024
Q2 		$216K Buy
4,711
+41
+0.9% +$1.78K 0.02% 329
2024
Q1 		$202K Buy
+4,670
New +$197K 0.02% 342
2023
Q3 		– Sell
-5,988
Closed -$200K – 393
2023
Q2 		$200K Sell
5,988
-243
-4% -$7.82K 0.02% 336
2023
Q1 		$202K Buy
+6,231
New +$187K 0.03% 324

Other funds holding RELX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's RELX Position: Q1 2025 in Review

Marcum Wealth increased its RELX (RELX) stake by 1.1% in Q1 2025, buying an estimated $2.5K and bringing the position to 4,517 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #343.

Marcum Wealth first reported a position in RELX in Q1 2023 and has held it in 7 quarters since. 489 funds tracked by Wall St. Rank hold RELX as of Q1 2025.

  • Marcum Wealth held 4,517 shares of RELX worth $228K as of Q1 2025.
  • Marcum Wealth bought 51 RELX shares in Q1 2025, an estimated $2.5K.
  • RELX made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #343 holding.
  • Marcum Wealth first reported a position in RELX in Q1 2023 and has held it in 7 quarters since.
  • 489 funds tracked by Wall St. Rank held RELX as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.