VCM
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Vivaldi Capital Management’s MarketWise MKTW Stock Holding History

Vivaldi Capital Management’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
2021
Q2 		– Sell
-593
Closed -$117K – 356
2021
Q1 		$117K Buy
+593
New +$123K 0.02% 319

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Vivaldi Capital Management's MKTW Position: Q2 2021 in Review

Vivaldi Capital Management sold out of MarketWise (MKTW) in Q2 2021, closing a stake of 593 shares — an estimated $117K sold.

Vivaldi Capital Management first reported a position in MKTW in Q1 2021 and held it in 1 quarter. The position peaked at $117K in Q1 2021. 70 funds tracked by Wall St. Rank hold MKTW as of Q2 2021.

  • Vivaldi Capital Management reported no remaining MarketWise position as of Q2 2021 after selling out during the quarter.
  • Vivaldi Capital Management sold 593 MarketWise shares in Q2 2021, an estimated $117K.
  • Vivaldi Capital Management first reported a position in MarketWise in Q1 2021 and held it in 1 quarter.
  • Vivaldi Capital Management's MarketWise position peaked at $117K in Q1 2021.
  • 70 funds tracked by Wall St. Rank held MarketWise as of Q2 2021.

Based on Vivaldi Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.