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SWA
SOA Wealth Advisors’s
Marathon Digital Holdings
MARA
Stock Holding History
SOA Wealth Advisors’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
Q3
–
Sell
-100
Closed
-$1.39K
–
950
2023
Q2
$1.39K
Hold
100
–
–
﹤0.01%
754
2023
Q1
$872
Hold
100
–
–
﹤0.01%
800
2022
Q4
$342
Hold
100
–
–
﹤0.01%
870
2022
Q3
$1K
Hold
100
–
–
﹤0.01%
781
2022
Q2
$0
Hold
100
–
–
﹤0.01%
942
2022
Q1
$2K
Hold
100
–
–
﹤0.01%
810
2021
Q4
$3K
Hold
100
–
–
﹤0.01%
733
2021
Q3
$3K
Buy
+100
New
+$3.25K
﹤0.01%
753
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27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Susquehanna International Group
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$77.3B AUM
36.07%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Charles Schwab
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$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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