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	–	826
2023 Q2	$1.05K	Buy	+4	New	+$1.19K	﹤0.01%	727
2022 Q1	–	Sell	-13	Closed	-$5K	–	926
2021 Q4	$5K	Buy	+13	New	+$5.13K	﹤0.01%	820
2021 Q1	–	Sell	-3	Closed	-$2K	–	1073
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 $6.73T AUM 46.02% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's MKTX Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of MarketAxess Holdings (MKTX) in Q3 2023, closing a stake of 4 shares — an estimated $1.05K sold.

Plante Moran Financial Advisors first reported a position in MKTX in Q3 2016 and held it in 6 quarters. The position peaked at $83K in Q3 2016. 484 funds tracked by Wall St. Rank hold MKTX as of Q3 2023.

Plante Moran Financial Advisors reported no remaining MarketAxess Holdings position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 4 MarketAxess Holdings shares in Q3 2023, an estimated $1.05K.
Plante Moran Financial Advisors first reported a position in MarketAxess Holdings in Q3 2016 and held it in 6 quarters.
Plante Moran Financial Advisors's MarketAxess Holdings position peaked at $83K in Q3 2016.
484 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.