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WealthPLAN Partners’s Marathon Digital Holdings MARA Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-250
Closed -$3.46K – 784
2023
Q2 		$3.46K Buy
+250
New +$2.52K ﹤0.01% 972
2016
Q3 		$8.34K Sell
194
-194
-50% -$8.98K ﹤0.01% 628
2016
Q2 		$8.5K Buy
+388
New +$13.7K ﹤0.01% 1798

Other funds holding MARA

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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

WealthPLAN Partners's MARA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Marathon Digital Holdings (MARA) in Q3 2023, closing a stake of 250 shares — an estimated $3.46K sold.

WealthPLAN Partners first reported a position in MARA in Q2 2016 and held it in 3 quarters. The position peaked at $8.5K in Q2 2016. 216 funds tracked by Wall St. Rank hold MARA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Marathon Digital Holdings position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 250 Marathon Digital Holdings shares in Q3 2023, an estimated $3.46K.
  • WealthPLAN Partners first reported a position in Marathon Digital Holdings in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Marathon Digital Holdings position peaked at $8.5K in Q2 2016.
  • 216 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.