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Oxford Wealth Group’s MarketAxess Holdings MKTX Stock Holding History

Oxford Wealth Group’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
2024
Q4 		– Sell
-1,540
Closed -$395K – 59
2024
Q3 		$395K Hold
1,540
– – 0.32% 46
2024
Q2 		$309K Hold
1,540
– – 0.21% 54
2024
Q1 		$338K Buy
+1,540
New +$364K 0.31% 44

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Oxford Wealth Group's MKTX Position: Q4 2024 in Review

Oxford Wealth Group sold out of MarketAxess Holdings (MKTX) in Q4 2024, closing a stake of 1,540 shares — an estimated $395K sold.

Oxford Wealth Group first reported a position in MKTX in Q1 2024 and held it in 3 quarters. The position peaked at $395K in Q3 2024. 518 funds tracked by Wall St. Rank hold MKTX as of Q4 2024.

  • Oxford Wealth Group reported no remaining MarketAxess Holdings position as of Q4 2024 after selling out during the quarter.
  • Oxford Wealth Group sold 1,540 MarketAxess Holdings shares in Q4 2024, an estimated $395K.
  • Oxford Wealth Group first reported a position in MarketAxess Holdings in Q1 2024 and held it in 3 quarters.
  • Oxford Wealth Group's MarketAxess Holdings position peaked at $395K in Q3 2024.
  • 518 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2024.

Based on Oxford Wealth Group's 13F filing for Q4 2024, filed 14 Feb 2025.