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TCI Wealth Advisors’s MarketAxess Holdings MKTX Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-9
Closed -$3.52K – 1407
2023
Q1 		$3.52K Buy
9
+1
+13% +$354 ﹤0.01% 1759
2022
Q4 		$2.23K Sell
8
-28
-78% -$7.21K ﹤0.01% 1949
2022
Q3 		$8K Sell
36
-7
-16% -$1.8K ﹤0.01% 1165
2022
Q2 		$11K Buy
+43
New +$11.8K ﹤0.01% 957
2022
Q1 		– Sell
-32
Closed -$13K – 2364
2021
Q4 		$13K Buy
+32
New +$12.6K ﹤0.01% 975
2021
Q2 		– Sell
-12
Closed -$6K – 2400
2021
Q1 		$6K Buy
+12
New +$6.4K ﹤0.01% 1157
2016
Q4 		– Sell
-8
Closed -$1K – 1419
2016
Q3 		$1K Buy
+8
New +$1.3K ﹤0.01% 1166

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GAM
GuardCap Asset Management London, United Kingdom $1.41B AUM 8.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

TCI Wealth Advisors's MKTX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of MarketAxess Holdings (MKTX) in Q2 2023, closing a stake of 9 shares — an estimated $3.52K sold.

TCI Wealth Advisors first reported a position in MKTX in Q3 2016 and held it in 7 quarters. The position peaked at $13K in Q4 2021. 513 funds tracked by Wall St. Rank hold MKTX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining MarketAxess Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 9 MarketAxess Holdings shares in Q2 2023, an estimated $3.52K.
  • TCI Wealth Advisors first reported a position in MarketAxess Holdings in Q3 2016 and held it in 7 quarters.
  • TCI Wealth Advisors's MarketAxess Holdings position peaked at $13K in Q4 2021.
  • 513 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.