SOA Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

SOA Wealth 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	-1	Closed	–	–	928
2021 Q1	$0	Hold	1	–	–	﹤0.01%	881
2020 Q4	$0	Buy	+1	New	+$545	﹤0.01%	852

Other funds holding MKTX

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SOA Wealth Advisors's MKTX Position: Q2 2021 in Review

SOA Wealth Advisors sold out of MarketAxess Holdings (MKTX) in Q2 2021, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in MKTX in Q4 2020 and held it in 2 quarters. The position peaked at $0 in Q1 2021. 550 funds tracked by Wall St. Rank hold MKTX as of Q2 2021.

SOA Wealth Advisors reported no remaining MarketAxess Holdings position as of Q2 2021 after selling out during the quarter.
SOA Wealth Advisors sold 1 MarketAxess Holdings share in Q2 2021.
SOA Wealth Advisors first reported a position in MarketAxess Holdings in Q4 2020 and held it in 2 quarters.
SOA Wealth Advisors's MarketAxess Holdings position peaked at $0 in Q1 2021.
550 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2021.

Based on SOA Wealth Advisors's 13F filing for Q2 2021, filed 14 Jul 2021.