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Resurgent Financial Advisors’s MarketAxess Holdings MKTX Stock Holding History

Resurgent 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
-183
Closed -$47.8K – 513
2023
Q2 		$47.8K Sell
183
-3
-2% -$895 0.03% 340
2023
Q1 		$72.8K Sell
186
-12
-6% -$4.25K 0.05% 272
2022
Q4 		$55.2K Buy
+198
New +$51K 0.03% 405

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resurgent Financial Advisors's MKTX Position: Q3 2023 in Review

Resurgent Financial Advisors sold out of MarketAxess Holdings (MKTX) in Q3 2023, closing a stake of 183 shares — an estimated $47.8K sold.

Resurgent Financial Advisors first reported a position in MKTX in Q4 2022 and held it in 3 quarters. The position peaked at $72.8K in Q1 2023. 484 funds tracked by Wall St. Rank hold MKTX as of Q3 2023.

  • Resurgent Financial Advisors reported no remaining MarketAxess Holdings position as of Q3 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 183 MarketAxess Holdings shares in Q3 2023, an estimated $47.8K.
  • Resurgent Financial Advisors first reported a position in MarketAxess Holdings in Q4 2022 and held it in 3 quarters.
  • Resurgent Financial Advisors's MarketAxess Holdings position peaked at $72.8K in Q1 2023.
  • 484 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2023.

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