Sugarloaf Wealth Management’s MarketAxess Holdings MKTX Stock Holding History

Sugarloaf Wealth Management’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	$14K	Hold	62	–	–	﹤0.01%	449
2024 Q3	$15.9K	Hold	62	–	–	﹤0.01%	448
2024 Q2	$12.4K	Hold	62	–	–	﹤0.01%	451
2024 Q1	$13.6K	Hold	62	–	–	﹤0.01%	456
2023 Q4	$18.2K	Hold	62	–	–	﹤0.01%	410
2023 Q3	$13.2K	Hold	62	–	–	﹤0.01%	434
2023 Q2	$16.2K	Hold	62	–	–	﹤0.01%	415
2023 Q1	$24.3K	Hold	62	–	–	0.01%	371
2022 Q4	$17.3K	Hold	62	–	–	﹤0.01%	427
2022 Q3	$14K	Hold	62	–	–	﹤0.01%	469
2022 Q2	$16K	Hold	62	–	–	﹤0.01%	453
2022 Q1	$21K	Hold	62	–	–	0.01%	400
2021 Q4	$25K	Hold	62	–	–	0.01%	395
2021 Q3	$26K	Hold	62	–	–	0.01%	373
2021 Q2	$29K	Hold	62	–	–	0.01%	358
2021 Q1	$31	Hold	62	–	–	0.01%	341
2020 Q4	$35K	Hold	62	–	–	0.01%	295
2020 Q3	$30K	Hold	62	–	–	0.01%	306
2020 Q2	$31K	Hold	62	–	–	0.01%	297
2020 Q1	$21K	Hold	62	–	–	0.01%	325
2019 Q4	$24K	Buy	+62	New	+$22.7K	0.01%	345

Other funds holding MKTX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

GAM

GuardCap Asset Management London, United Kingdom $1.75B AUM 7.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's MKTX Position: Q4 2024 in Review

Sugarloaf Wealth Management held its MarketAxess Holdings (MKTX) position steady in Q4 2024 at 62 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Sugarloaf Wealth Management first reported a position in MKTX in Q4 2019 and has held it in 21 quarters since. The position peaked at $35K in Q4 2020. 518 funds tracked by Wall St. Rank hold MKTX as of Q4 2024.

Sugarloaf Wealth Management held 62 shares of MarketAxess Holdings worth $14K as of Q4 2024.
Sugarloaf Wealth Management left its MarketAxess Holdings share count unchanged in Q4 2024.
MarketAxess Holdings made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #449 holding.
Sugarloaf Wealth Management first reported a position in MarketAxess Holdings in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's MarketAxess Holdings position peaked at $35K in Q4 2020.
518 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.