NWWA
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New Wave Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

New Wave Wealth Advisors’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
2025
Q1 		– Sell
-6
Closed -$1.36K – 458
2024
Q4 		$1.36K Buy
+6
New +$1.58K ﹤0.01% 600

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New Wave Wealth Advisors's MKTX Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of MarketAxess Holdings (MKTX) in Q1 2025, closing a stake of 6 shares — an estimated $1.36K sold.

New Wave Wealth Advisors first reported a position in MKTX in Q4 2024 and held it in 1 quarter. The position peaked at $1.36K in Q4 2024. 509 funds tracked by Wall St. Rank hold MKTX as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining MarketAxess Holdings position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 6 MarketAxess Holdings shares in Q1 2025, an estimated $1.36K.
  • New Wave Wealth Advisors first reported a position in MarketAxess Holdings in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's MarketAxess Holdings position peaked at $1.36K in Q4 2024.
  • 509 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.