Planned Solutions’s MarketAxess Holdings MKTX Stock Holding History

Planned 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 Q1	–	Sell	-100	Closed	-$57K	–	274
2020 Q4	$57K	Buy	+100	New	+$54.5K	0.05%	176

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Planned Solutions's MKTX Position: Q1 2021 in Review

Planned Solutions sold out of MarketAxess Holdings (MKTX) in Q1 2021, closing a stake of 100 shares — an estimated $57K sold.

Planned Solutions first reported a position in MKTX in Q4 2020 and held it in 1 quarter. The position peaked at $57K in Q4 2020. 587 funds tracked by Wall St. Rank hold MKTX as of Q1 2021.

Planned Solutions reported no remaining MarketAxess Holdings position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 100 MarketAxess Holdings shares in Q1 2021, an estimated $57K.
Planned Solutions first reported a position in MarketAxess Holdings in Q4 2020 and held it in 1 quarter.
Planned Solutions's MarketAxess Holdings position peaked at $57K in Q4 2020.
587 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.