Steward Partners Investment Advisory’s Markforged Holding Corporation MKFG Stock Holding History

Steward Partners Investment Advisory’s Portfolio MKFG Stock Details MKFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200	Closed	-$1.67K	–	3737
2024 Q1	$1.67K	Hold	200	–	–	﹤0.01%	3316
2023 Q4	$1.64K	Hold	200	–	–	﹤0.01%	3239
2023 Q3	$2.9K	Hold	200	–	–	﹤0.01%	3001
2023 Q2	$2.42K	Sell	200 -200	-50%	-$1.88K	﹤0.01%	2992
2023 Q1	$3.83K	Buy	400 +200	+100%	+$2.49K	﹤0.01%	2863
2022 Q4	$2.32K	Hold	200	–	–	﹤0.01%	2991
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	2891
2022 Q2	$4K	Buy	200 +100	+100%	+$2.92K	﹤0.01%	2879
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	2993
2021 Q4	$5K	Sell	100 -10	-9%	-$636	﹤0.01%	2850
2021 Q3	$7K	Buy	110 +10	+10%	+$890	﹤0.01%	2731
2021 Q2	$10K	Buy	+100	New	+$10.2K	﹤0.01%	6072

Other funds holding MKFG

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

DCM

Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's MKFG Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Markforged Holding Corporation (MKFG) in Q2 2024, closing a stake of 200 shares — an estimated $1.67K sold.

Steward Partners Investment Advisory first reported a position in MKFG in Q2 2021 and held it in 12 quarters. The position peaked at $10K in Q2 2021. 60 funds tracked by Wall St. Rank hold MKFG as of Q2 2024.

Steward Partners Investment Advisory reported no remaining Markforged Holding Corporation position as of Q2 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 200 Markforged Holding Corporation shares in Q2 2024, an estimated $1.67K.
Steward Partners Investment Advisory first reported a position in Markforged Holding Corporation in Q2 2021 and held it in 12 quarters.
Steward Partners Investment Advisory's Markforged Holding Corporation position peaked at $10K in Q2 2021.
60 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.