PCS
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Personal CFO Solutions’s MarketAxess Holdings MKTX Stock Holding History

Personal CFO Solutions’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
2021
Q4 		– Sell
-487
Closed -$205K – 500
2021
Q3 		$205K Buy
487
+22
+5% +$10.1K 0.04% 413
2021
Q2 		$216K Buy
465
+38
+9% +$18.1K 0.04% 393
2021
Q1 		$213K Sell
427
-452
-51% -$241K 0.05% 373
2020
Q4 		$501K Sell
879
-6
-0.7% -$3.27K 0.12% 159
2020
Q3 		$0 Hold
885
– – ﹤0.01% 260
2020
Q2 		$443K Buy
+885
New +$412K 0.13% 147

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Personal CFO Solutions's MKTX Position: Q4 2021 in Review

Personal CFO Solutions sold out of MarketAxess Holdings (MKTX) in Q4 2021, closing a stake of 487 shares — an estimated $205K sold.

Personal CFO Solutions first reported a position in MKTX in Q2 2020 and held it in 6 quarters. The position peaked at $501K in Q4 2020. 504 funds tracked by Wall St. Rank hold MKTX as of Q4 2021.

  • Personal CFO Solutions reported no remaining MarketAxess Holdings position as of Q4 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 487 MarketAxess Holdings shares in Q4 2021, an estimated $205K.
  • Personal CFO Solutions first reported a position in MarketAxess Holdings in Q2 2020 and held it in 6 quarters.
  • Personal CFO Solutions's MarketAxess Holdings position peaked at $501K in Q4 2020.
  • 504 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2021.

Based on Personal CFO Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.