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Raymond James & Associates’s MarketWise MKTW Stock Holding History

Raymond James & Associates’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-849
Closed -$34K – 3882
2023
Q2 		$34K Hold
849
– – ﹤0.01% 3735
2023
Q1 		$31.4K Hold
849
– – ﹤0.01% 3769
2022
Q4 		$28.5K Hold
849
– – ﹤0.01% 3764
2022
Q3 		$39K Buy
+849
New +$50.1K ﹤0.01% 3731

Other funds holding MKTW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SIA
SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raymond James & Associates's MKTW Position: Q3 2023 in Review

Raymond James & Associates sold out of MarketWise (MKTW) in Q3 2023, closing a stake of 849 shares — an estimated $34K sold.

Raymond James & Associates first reported a position in MKTW in Q3 2022 and held it in 4 quarters. The position peaked at $39K in Q3 2022. 51 funds tracked by Wall St. Rank hold MKTW as of Q3 2023.

  • Raymond James & Associates reported no remaining MarketWise position as of Q3 2023 after selling out during the quarter.
  • Raymond James & Associates sold 849 MarketWise shares in Q3 2023, an estimated $34K.
  • Raymond James & Associates first reported a position in MarketWise in Q3 2022 and held it in 4 quarters.
  • Raymond James & Associates's MarketWise position peaked at $39K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held MarketWise as of Q3 2023.

Based on Raymond James & Associates's 13F filing for Q3 2023, filed 24 Oct 2023.