Taconic Capital Advisors’s MarketWise MKTW Stock Holding History

Taconic Capital Advisors’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
2023 Q2	–	Sell	-3,082	Closed	-$114K	–	234
2023 Q1	$114K	Hold	3,082	–	–	0.01%	134
2022 Q4	$104K	Hold	3,082	–	–	﹤0.01%	321
2022 Q3	$141K	Buy	+3,082	New	+$182K	﹤0.01%	405
2021 Q3	–	Sell	-36,250	Closed	-$7.21M	–	495
2021 Q2	$7.21M	Hold	36,250	–	–	0.17%	79
2021 Q1	$7.18M	Buy	36,250 +975	+3%	+$202K	0.23%	61
2020 Q4	$7.24M	Hold	35,275	–	–	0.32%	55
2020 Q3	$7.01M	Buy	+35,275	New	+$7.03M	0.38%	48

Other funds holding MKTW

GRIM

Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

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

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

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taconic Capital Advisors's MKTW Position: Q2 2023 in Review

Taconic Capital Advisors sold out of MarketWise (MKTW) in Q2 2023, closing a stake of 3,082 shares — an estimated $114K sold.

Taconic Capital Advisors first reported a position in MKTW in Q3 2020 and held it in 7 quarters. The position peaked at $7.24M in Q4 2020. 56 funds tracked by Wall St. Rank hold MKTW as of Q2 2023.

Taconic Capital Advisors reported no remaining MarketWise position as of Q2 2023 after selling out during the quarter.
Taconic Capital Advisors sold 3,082 MarketWise shares in Q2 2023, an estimated $114K.
Taconic Capital Advisors first reported a position in MarketWise in Q3 2020 and held it in 7 quarters.
Taconic Capital Advisors's MarketWise position peaked at $7.24M in Q4 2020.
56 funds tracked by Wall St. Rank held MarketWise as of Q2 2023.

Based on Taconic Capital Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.