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Signature Estate & Investment Advisors’s MarketAxess Holdings MKTX Stock Holding History

Signature Estate & Investment 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
2021
Q2 		– Sell
-3,097
Closed -$1.54M – 173
2021
Q1 		$1.54M Buy
3,097
+448
+17% +$239K 0.08% 81
2020
Q4 		$1.51M Buy
2,649
+65
+3% +$35.4K 0.08% 79
2020
Q3 		$1.24M Buy
2,584
+512
+25% +$253K 0.08% 81
2020
Q2 		$1.04M Buy
+2,072
New +$965K 0.07% 87

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Signature Estate & Investment Advisors's MKTX Position: Q2 2021 in Review

Signature Estate & Investment Advisors sold out of MarketAxess Holdings (MKTX) in Q2 2021, closing a stake of 3,097 shares — an estimated $1.54M sold.

Signature Estate & Investment Advisors first reported a position in MKTX in Q2 2020 and held it in 4 quarters. The position peaked at $1.54M in Q1 2021. 551 funds tracked by Wall St. Rank hold MKTX as of Q2 2021.

  • Signature Estate & Investment Advisors reported no remaining MarketAxess Holdings position as of Q2 2021 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 3,097 MarketAxess Holdings shares in Q2 2021, an estimated $1.54M.
  • Signature Estate & Investment Advisors first reported a position in MarketAxess Holdings in Q2 2020 and held it in 4 quarters.
  • Signature Estate & Investment Advisors's MarketAxess Holdings position peaked at $1.54M in Q1 2021.
  • 551 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2021.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2021, filed 16 Jul 2021.