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Wealth Enhancement & Preservation of GA’s MarketAxess Holdings MKTX Stock Holding History

Wealth Enhancement & Preservation of GA’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
2020
Q3 		– Sell
-3,384
Closed -$1.78M – 51
2020
Q2 		$1.78M Buy
+3,384
New +$1.58M 2.21% 15

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's MKTX Position: Q3 2020 in Review

Wealth Enhancement & Preservation of GA sold out of MarketAxess Holdings (MKTX) in Q3 2020, closing a stake of 3,384 shares — an estimated $1.78M sold.

Wealth Enhancement & Preservation of GA first reported a position in MKTX in Q2 2020 and held it in 1 quarter. The position peaked at $1.78M in Q2 2020. 559 funds tracked by Wall St. Rank hold MKTX as of Q3 2020.

  • Wealth Enhancement & Preservation of GA reported no remaining MarketAxess Holdings position as of Q3 2020 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 3,384 MarketAxess Holdings shares in Q3 2020, an estimated $1.78M.
  • Wealth Enhancement & Preservation of GA first reported a position in MarketAxess Holdings in Q2 2020 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's MarketAxess Holdings position peaked at $1.78M in Q2 2020.
  • 559 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q3 2020.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2020, filed 13 Oct 2020.