Marshall Wace
MKTW icon

Marshall Wace’s MarketWise MKTW Stock Holding History

Marshall Wace’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,502
Closed -$52K – 2793
2024
Q1 		$52K Buy
1,502
+932
+164% +$39.5K ﹤0.01% 2343
2023
Q4 		$31.1K Buy
+570
New +$27.9K ﹤0.01% 2093
2022
Q1 		– Sell
-241
Closed -$36K – 3747
2021
Q4 		$36K Sell
241
-1,602
-87% -$228K ﹤0.01% 3624
2021
Q3 		$304K Sell
1,843
-28,415
-94% -$5.52M ﹤0.01% 2642
2021
Q2 		$6.02M Hold
30,258
– – 0.03% 736
2021
Q1 		$5.99M Buy
30,258
+10,193
+51% +$2.11M 0.03% 735
2020
Q4 		$4.12M Buy
+20,065
New +$3.99M 0.02% 644

Other funds holding MKTW

GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Wace's MKTW Position: Q2 2024 in Review

Marshall Wace sold out of MarketWise (MKTW) in Q2 2024, closing a stake of 1,502 shares — an estimated $52K sold.

Marshall Wace first reported a position in MKTW in Q4 2020 and held it in 7 quarters. The position peaked at $6.02M in Q2 2021. 56 funds tracked by Wall St. Rank hold MKTW as of Q2 2024.

  • Marshall Wace reported no remaining MarketWise position as of Q2 2024 after selling out during the quarter.
  • Marshall Wace sold 1,502 MarketWise shares in Q2 2024, an estimated $52K.
  • Marshall Wace first reported a position in MarketWise in Q4 2020 and held it in 7 quarters.
  • Marshall Wace's MarketWise position peaked at $6.02M in Q2 2021.
  • 56 funds tracked by Wall St. Rank held MarketWise as of Q2 2024.

Based on Marshall Wace's 13F filing for Q2 2024, filed 14 Aug 2024.