Marks Group Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Marks Group Wealth Management’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 Q2	–	Sell	-8,430	Closed	-$2.87M	–	304
2022 Q1	$2.87M	Buy	8,430 +1,230	+17%	+$446K	0.36%	94
2021 Q4	$2.96M	Buy	7,200 +530	+8%	+$209K	0.36%	99
2021 Q3	$2.82M	Buy	6,670 +325	+5%	+$149K	0.38%	97
2021 Q2	$2.93M	Buy	6,345 +2,166	+52%	+$1.03M	0.4%	103
2021 Q1	$1.96M	Buy	4,179 +1,558	+59%	+$831K	0.29%	106
2020 Q4	$1.5M	Buy	2,621 +1,530	+140%	+$833K	0.23%	121
2020 Q3	$525K	Buy	1,091 +88	+9%	+$43.5K	0.09%	168
2020 Q2	$633K	Buy	+1,003	New	+$467K	0.13%	142

Other funds holding MKTX

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

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

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

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 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

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

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

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

Marks Group Wealth Management's MKTX Position: Q2 2022 in Review

Marks Group Wealth Management sold out of MarketAxess Holdings (MKTX) in Q2 2022, closing a stake of 8,430 shares — an estimated $2.87M sold.

Marks Group Wealth Management first reported a position in MKTX in Q2 2020 and held it in 8 quarters. The position peaked at $2.96M in Q4 2021. 503 funds tracked by Wall St. Rank hold MKTX as of Q2 2022.

Marks Group Wealth Management reported no remaining MarketAxess Holdings position as of Q2 2022 after selling out during the quarter.
Marks Group Wealth Management sold 8,430 MarketAxess Holdings shares in Q2 2022, an estimated $2.87M.
Marks Group Wealth Management first reported a position in MarketAxess Holdings in Q2 2020 and held it in 8 quarters.
Marks Group Wealth Management's MarketAxess Holdings position peaked at $2.96M in Q4 2021.
503 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2022.

Based on Marks Group Wealth Management's 13F filing for Q2 2022, filed 9 Aug 2022.