Wealthcare Advisory Partners’s MarketAxess Holdings MKTX Stock Holding History

Wealthcare Advisory 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	-1	Closed	–	–	1329
2021 Q1	$0	Buy	+1	New	+$533	﹤0.01%	2090
2019 Q3	–	Sell	-4	Closed	-$1K	–	1384
2019 Q2	$1K	Hold	4	–	–	﹤0.01%	1261
2019 Q1	$1K	Hold	4	–	–	﹤0.01%	1163
2018 Q4	$1K	Hold	4	–	–	﹤0.01%	1150
2018 Q3	$1K	Hold	4	–	–	﹤0.01%	1184
2018 Q2	$1K	Hold	4	–	–	﹤0.01%	1183
2018 Q1	$1K	Hold	4	–	–	﹤0.01%	1018
2017 Q4	$1K	Buy	+4	New	+$755	﹤0.01%	1010

Other funds holding MKTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealthcare Advisory Partners's MKTX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of MarketAxess Holdings (MKTX) in Q2 2021, closing a stake of 1 share.

Wealthcare Advisory Partners first reported a position in MKTX in Q4 2017 and held it in 8 quarters. The position peaked at $1K in Q2 2019. 551 funds tracked by Wall St. Rank hold MKTX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining MarketAxess Holdings position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1 MarketAxess Holdings share in Q2 2021.
Wealthcare Advisory Partners first reported a position in MarketAxess Holdings in Q4 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's MarketAxess Holdings position peaked at $1K in Q2 2019.
551 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.