TSWM
MKFG

Tyler-Stone Wealth Management’s Markforged Holding Corporation MKFG Stock Holding History

Tyler-Stone Wealth Management’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
2022
Q4 		$1K Sell
80
-20
-20% -$305 ﹤0.01% 851
2022
Q3 		$2K Hold
100
– – ﹤0.01% 772
2022
Q2 		$2K Buy
+100
New +$2.92K ﹤0.01% 784
2022
Q1 		– Sell
-100
Closed -$5K – 965
2021
Q4 		$5K Buy
+100
New +$6.36K ﹤0.01% 712

Other funds holding MKFG

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
TMC
TVL Management Corporation Menlo Park, California $1.84M AUM 0.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Tyler-Stone Wealth Management's MKFG Position: Q4 2022 in Review

Tyler-Stone Wealth Management reduced its Markforged Holding Corporation (MKFG) stake by 20% in Q4 2022, selling an estimated $305 and leaving 80 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Tyler-Stone Wealth Management first reported a position in MKFG in Q4 2021 and has held it in 4 quarters since. The position peaked at $5K in Q4 2021. 97 funds tracked by Wall St. Rank hold MKFG as of Q4 2022.

  • Tyler-Stone Wealth Management held 80 shares of Markforged Holding Corporation worth $1K as of Q4 2022.
  • Tyler-Stone Wealth Management sold 20 Markforged Holding Corporation shares in Q4 2022, an estimated $305.
  • Markforged Holding Corporation made up ﹤0.01% of Tyler-Stone Wealth Management's portfolio in Q4 2022, its #851 holding.
  • Tyler-Stone Wealth Management first reported a position in Markforged Holding Corporation in Q4 2021 and has held it in 4 quarters since.
  • Tyler-Stone Wealth Management's Markforged Holding Corporation position peaked at $5K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Markforged Holding Corporation as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.