SOW
MKTW icon

State of Wyoming’s MarketWise MKTW Stock Holding History

State of Wyoming’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,402
Closed -$76.6K – 1751
2023
Q4 		$76.6K Buy
+1,402
New +$68.5K 0.01% 1174
2022
Q2 		– Sell
-319
Closed -$30K – 2040
2022
Q1 		$30K Buy
+319
New +$34.8K 0.02% 1314

Other funds holding MKTW

GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State of Wyoming's MKTW Position: Q1 2024 in Review

State of Wyoming sold out of MarketWise (MKTW) in Q1 2024, closing a stake of 1,402 shares — an estimated $76.6K sold.

State of Wyoming first reported a position in MKTW in Q1 2022 and held it in 2 quarters. The position peaked at $76.6K in Q4 2023. 62 funds tracked by Wall St. Rank hold MKTW as of Q1 2024.

  • State of Wyoming reported no remaining MarketWise position as of Q1 2024 after selling out during the quarter.
  • State of Wyoming sold 1,402 MarketWise shares in Q1 2024, an estimated $76.6K.
  • State of Wyoming first reported a position in MarketWise in Q1 2022 and held it in 2 quarters.
  • State of Wyoming's MarketWise position peaked at $76.6K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held MarketWise as of Q1 2024.

Based on State of Wyoming's 13F filing for Q1 2024, filed 14 May 2024.