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Polaris Wealth Advisory Group’s MarketAxess Holdings MKTX Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q1 		– Sell
-9,108
Closed -$3.37M – 155
2019
Q4 		$3.37M Buy
+9,108
New +$3.34M 0.22% 82

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Polaris Wealth Advisory Group's MKTX Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of MarketAxess Holdings (MKTX) in Q1 2020, closing a stake of 9,108 shares — an estimated $3.37M sold.

Polaris Wealth Advisory Group first reported a position in MKTX in Q4 2019 and held it in 1 quarter. The position peaked at $3.37M in Q4 2019. 482 funds tracked by Wall St. Rank hold MKTX as of Q1 2020.

  • Polaris Wealth Advisory Group reported no remaining MarketAxess Holdings position as of Q1 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 9,108 MarketAxess Holdings shares in Q1 2020, an estimated $3.37M.
  • Polaris Wealth Advisory Group first reported a position in MarketAxess Holdings in Q4 2019 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's MarketAxess Holdings position peaked at $3.37M in Q4 2019.
  • 482 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.