Plante Moran Financial Advisors’s MarketAxess Holdings MKTX Stock Holding History

Plante Moran Financial Advisors’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
2023 Q3	–	Sell	-4	Closed	-$1.05K	–	843
2023 Q2	$1.05K	Buy	+4	New	+$1.19K	﹤0.01%	727
2022 Q1	–	Sell	-13	Closed	-$5K	–	937
2021 Q4	$5K	Buy	+13	New	+$5.13K	﹤0.01%	820
2021 Q1	–	Sell	-3	Closed	-$2K	–	1086
2020 Q4	$2K	Buy	+3	New	+$1.63K	﹤0.01%	785
2019 Q4	–	Sell	-65	Closed	-$21K	–	837
2019 Q3	$21K	Buy	+65	New	+$23.3K	0.01%	484
2018 Q1	–	Sell	-10	Closed	-$2K	–	988
2017 Q4	$2K	Buy	+10	New	+$1.89K	﹤0.01%	792
2016 Q4	–	Sell	-501	Closed	-$83K	–	1014
2016 Q3	$83K	Buy	+501	New	+$81.4K	0.06%	230

Other funds holding MKTX

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management

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