SFS
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Sowell Financial Services’s MarketAxess Holdings MKTX Stock Holding History

Sowell Financial Services’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
-400
Closed -$175K – 1867
2021
Q1 		$175K Sell
400
-288
-42% -$154K 0.01% 1118
2020
Q4 		$393K Buy
688
+77
+13% +$41.9K 0.02% 600
2020
Q3 		$294K Sell
611
-1,287
-68% -$636K 0.01% 623
2020
Q2 		$951K Buy
1,898
+651
+52% +$303K 0.05% 285
2020
Q1 		$415K Sell
1,247
-444
-26% -$155K 0.03% 440
2019
Q4 		$641K Sell
1,691
-41
-2% -$15K 0.05% 375
2019
Q3 		$567K Buy
+1,732
New +$620K 0.05% 379

Other funds holding MKTX

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T. Rowe Price Associates
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return