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Valeo Financial Advisors’s Marathon Digital Holdings MARA Stock Holding History

Valeo Financial Advisors’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,000
Closed -$496K – 727
2024
Q2 		$496K Buy
+25,000
New +$475K 0.02% 386
2021
Q2 		– Sell
-2,000
Closed -$96K – 1262
2021
Q1 		$96K Buy
2,000
+1,990
+19,900% +$61.6K ﹤0.01% 640
2020
Q4 		$0 Buy
+10
New +$46 ﹤0.01% 1769

Other funds holding MARA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Valeo Financial Advisors's MARA Position: Q3 2024 in Review

Valeo Financial Advisors sold out of Marathon Digital Holdings (MARA) in Q3 2024, closing a stake of 25,000 shares — an estimated $496K sold.

Valeo Financial Advisors first reported a position in MARA in Q4 2020 and held it in 3 quarters. The position peaked at $496K in Q2 2024. 320 funds tracked by Wall St. Rank hold MARA as of Q3 2024.

  • Valeo Financial Advisors reported no remaining Marathon Digital Holdings position as of Q3 2024 after selling out during the quarter.
  • Valeo Financial Advisors sold 25,000 Marathon Digital Holdings shares in Q3 2024, an estimated $496K.
  • Valeo Financial Advisors first reported a position in Marathon Digital Holdings in Q4 2020 and held it in 3 quarters.
  • Valeo Financial Advisors's Marathon Digital Holdings position peaked at $496K in Q2 2024.
  • 320 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q3 2024.

Based on Valeo Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.