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SFG Wealth Management’s Marathon Digital Holdings MARA Stock Holding History

SFG Wealth Management’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,600
Closed -$110K – 100
2023
Q1 		$110K Buy
12,600
+2,500
+25% +$17.5K 0.12% 80
2022
Q4 		$34.5K Sell
10,100
-1,800
-15% -$15.1K 0.04% 77
2022
Q3 		$127K Buy
11,900
+750
+7% +$8.88K 0.17% 75
2022
Q2 		$60K Buy
+11,150
New +$149K 0.07% 81

Other funds holding MARA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

SFG Wealth Management's MARA Position: Q2 2023 in Review

SFG Wealth Management sold out of Marathon Digital Holdings (MARA) in Q2 2023, closing a stake of 12,600 shares — an estimated $110K sold.

SFG Wealth Management first reported a position in MARA in Q2 2022 and held it in 4 quarters. The position peaked at $127K in Q3 2022. 216 funds tracked by Wall St. Rank hold MARA as of Q2 2023.

  • SFG Wealth Management reported no remaining Marathon Digital Holdings position as of Q2 2023 after selling out during the quarter.
  • SFG Wealth Management sold 12,600 Marathon Digital Holdings shares in Q2 2023, an estimated $110K.
  • SFG Wealth Management first reported a position in Marathon Digital Holdings in Q2 2022 and held it in 4 quarters.
  • SFG Wealth Management's Marathon Digital Holdings position peaked at $127K in Q3 2022.
  • 216 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2023.

Based on SFG Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.