RiverPark Advisors’s MarketWise MKTW Stock Holding History

RiverPark Advisors’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 Q1	–	Sell	-89	Closed	-$2.99K	–	65
2022 Q4	$2.99K	Hold	89	–	–	﹤0.01%	97
2022 Q3	$4K	Hold	89	–	–	﹤0.01%	127
2022 Q2	$6K	Hold	89	–	–	﹤0.01%	127
2022 Q1	$8K	Hold	89	–	–	﹤0.01%	185
2021 Q4	$13K	Hold	89	–	–	﹤0.01%	205
2021 Q3	$15K	Buy	+89	New	+$17.3K	﹤0.01%	168
2021 Q2	–	Sell	-20,892	Closed	-$4.14M	–	170
2021 Q1	$4.14M	Buy	+20,892	New	+$4.33M	0.68%	41

Other funds holding MKTW

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PCM

Praetorian Capital Management Coral Gables, Florida $137M AUM

Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return

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

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

RiverPark Advisors's MKTW Position: Q1 2023 in Review

RiverPark Advisors sold out of MarketWise (MKTW) in Q1 2023, closing a stake of 89 shares — an estimated $2.99K sold.

RiverPark Advisors first reported a position in MKTW in Q1 2021 and held it in 7 quarters. The position peaked at $4.14M in Q1 2021. 53 funds tracked by Wall St. Rank hold MKTW as of Q1 2023.

RiverPark Advisors reported no remaining MarketWise position as of Q1 2023 after selling out during the quarter.
RiverPark Advisors sold 89 MarketWise shares in Q1 2023, an estimated $2.99K.
RiverPark Advisors first reported a position in MarketWise in Q1 2021 and held it in 7 quarters.
RiverPark Advisors's MarketWise position peaked at $4.14M in Q1 2021.
53 funds tracked by Wall St. Rank held MarketWise as of Q1 2023.

Based on RiverPark Advisors's 13F filing for Q1 2023, filed 3 May 2023.