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Patriot Financial Group Insurance Agency’s Marchex MCHX Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio MCHX Stock Details MCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-62
Closed – – 1933
2020
Q3 		$0 Hold
62
– – ﹤0.01% 1771
2020
Q2 		$0 Hold
62
– – ﹤0.01% 1767
2020
Q1 		$0 Hold
62
– – ﹤0.01% 1665
2019
Q4 		$0 Hold
62
– – ﹤0.01% 1395
2019
Q3 		$0 Hold
62
– – ﹤0.01% 1402
2019
Q2 		$1K Hold
62
– – ﹤0.01% 1276
2019
Q1 		$0 Hold
62
– – ﹤0.01% 1278
2018
Q4 		$0 Buy
+62
New +$175 ﹤0.01% 1066

Other funds holding MCHX

EC
Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HFA
Harbert Fund Advisors Birmingham, Alabama $3.03M AUM 40.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MCHX Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Marchex (MCHX) in Q4 2020, closing a stake of 62 shares.

Patriot Financial Group Insurance Agency first reported a position in MCHX in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q2 2019. 42 funds tracked by Wall St. Rank hold MCHX as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Marchex position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 62 Marchex shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Marchex in Q4 2018 and held it in 8 quarters.
  • Patriot Financial Group Insurance Agency's Marchex position peaked at $1K in Q2 2019.
  • 42 funds tracked by Wall St. Rank held Marchex as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.