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Sound Income Strategies’s MarketAxess Holdings MKTX Stock Holding History

Sound Income Strategies’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
2024
Q4 		– Sell
-912
Closed -$240K – 1433
2024
Q3 		$234K Buy
912
+269
+42% +$63K 0.02% 223
2024
Q2 		$129K Buy
+643
New +$133K 0.01% 288

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sound Income Strategies's MKTX Position: Q4 2024 in Review

Sound Income Strategies sold out of MarketAxess Holdings (MKTX) in Q4 2024, closing a stake of 912 shares — an estimated $240K sold.

Sound Income Strategies first reported a position in MKTX in Q2 2024 and held it in 2 quarters. The position peaked at $234K in Q3 2024. 519 funds tracked by Wall St. Rank hold MKTX as of Q4 2024.

  • Sound Income Strategies reported no remaining MarketAxess Holdings position as of Q4 2024 after selling out during the quarter.
  • Sound Income Strategies sold 912 MarketAxess Holdings shares in Q4 2024, an estimated $240K.
  • Sound Income Strategies first reported a position in MarketAxess Holdings in Q2 2024 and held it in 2 quarters.
  • Sound Income Strategies's MarketAxess Holdings position peaked at $234K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2024.

Based on Sound Income Strategies's 13F filing for Q4 2024, filed 21 Jan 2025.