OLVIG
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Oliver Lagore Vanvalin Investment Group’s MarketWise MKTW Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		$164 Sell
14
-250
-95% -$2.79K ﹤0.01% 661
2024
Q3 		$3.53K Sell
264
-646
-71% -$11.8K ﹤0.01% 530
2024
Q2 		$21.1K Buy
910
+287
+46% +$8.45K 0.01% 330
2024
Q1 		$21.6K Buy
623
+152
+32% +$6.45K 0.01% 333
2023
Q4 		$25.7K Buy
471
+21
+5% +$1.03K 0.01% 291
2023
Q3 		$14.4K Hold
450
– – 0.01% 383
2023
Q2 		$18K Buy
450
+150
+50% +$5.88K 0.01% 385
2023
Q1 		$11.1K Sell
300
-50
-14% -$2.01K ﹤0.01% 374
2022
Q4 		$11.8K Buy
350
+250
+250% +$10.9K 0.01% 342
2022
Q3 		$5K Buy
+100
New +$5.9K ﹤0.01% 430

Other funds holding MKTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's MKTW Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group reduced its MarketWise (MKTW) stake by 95% in Q4 2024, selling an estimated $2.79K and leaving 14 shares worth $164. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Oliver Lagore Vanvalin Investment Group first reported a position in MKTW in Q3 2022 and has held it in 10 quarters since. The position peaked at $25.7K in Q4 2023. 59 funds tracked by Wall St. Rank hold MKTW as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 14 shares of MarketWise worth $164 as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group sold 250 MarketWise shares in Q4 2024, an estimated $2.79K.
  • MarketWise made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #661 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in MarketWise in Q3 2022 and has held it in 10 quarters since.
  • Oliver Lagore Vanvalin Investment Group's MarketWise position peaked at $25.7K in Q4 2023.
  • 59 funds tracked by Wall St. Rank held MarketWise as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.