RVW Wealth’s MarketAxess Holdings MKTX Stock Holding History

RVW Wealth’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 Q4	–	Sell	-56	Closed	-$12K	–	272
2023 Q3	$12K	Buy	+56	New	+$13.6K	﹤0.01%	358

Other funds holding MKTX

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

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

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

RVW Wealth's MKTX Position: Q4 2023 in Review

RVW Wealth sold out of MarketAxess Holdings (MKTX) in Q4 2023, closing a stake of 56 shares — an estimated $12K sold.

RVW Wealth first reported a position in MKTX in Q3 2023 and held it in 1 quarter. The position peaked at $12K in Q3 2023. 505 funds tracked by Wall St. Rank hold MKTX as of Q4 2023.

RVW Wealth reported no remaining MarketAxess Holdings position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 56 MarketAxess Holdings shares in Q4 2023, an estimated $12K.
RVW Wealth first reported a position in MarketAxess Holdings in Q3 2023 and held it in 1 quarter.
RVW Wealth's MarketAxess Holdings position peaked at $12K in Q3 2023.
505 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.