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	–	1866
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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's MKTX Position: Q2 2021 in Review

Sowell Financial Services sold out of MarketAxess Holdings (MKTX) in Q2 2021, closing a stake of 400 shares — an estimated $175K sold.

Sowell Financial Services first reported a position in MKTX in Q3 2019 and held it in 7 quarters. The position peaked at $951K in Q2 2020. 551 funds tracked by Wall St. Rank hold MKTX as of Q2 2021.

Sowell Financial Services reported no remaining MarketAxess Holdings position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 400 MarketAxess Holdings shares in Q2 2021, an estimated $175K.
Sowell Financial Services first reported a position in MarketAxess Holdings in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's MarketAxess Holdings position peaked at $951K in Q2 2020.
551 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.