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TFO Wealth Partners’s MarketAxess Holdings MKTX Stock Holding History

TFO Wealth Partners’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
2021
Q2 		– Sell
-100
Closed -$50K – 147
2021
Q1 		$50K Buy
+100
New +$53.3K 0.02% 72

Other funds holding MKTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TFO Wealth Partners's MKTX Position: Q2 2021 in Review

TFO Wealth Partners sold out of MarketAxess Holdings (MKTX) in Q2 2021, closing a stake of 100 shares — an estimated $50K sold.

TFO Wealth Partners first reported a position in MKTX in Q1 2021 and held it in 1 quarter. The position peaked at $50K in Q1 2021. 550 funds tracked by Wall St. Rank hold MKTX as of Q2 2021.

  • TFO Wealth Partners reported no remaining MarketAxess Holdings position as of Q2 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 100 MarketAxess Holdings shares in Q2 2021, an estimated $50K.
  • TFO Wealth Partners first reported a position in MarketAxess Holdings in Q1 2021 and held it in 1 quarter.
  • TFO Wealth Partners's MarketAxess Holdings position peaked at $50K in Q1 2021.
  • 550 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2021.

Based on TFO Wealth Partners's 13F filing for Q2 2021, filed 14 Jul 2021.