Wealthspire Advisors (Maryland)’s MarketAxess Holdings MKTX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-43	Closed	-$11K	–	1387
2019 Q1	$11K	Buy	43 +2	+5%	+$453	﹤0.01%	1494
2018 Q4	$9K	Buy	41 +38	+1,267%	+$7.87K	﹤0.01%	1509
2018 Q3	$1K	Sell	3 -3	-50%	-$576	﹤0.01%	2299
2018 Q2	$1K	Buy	6 +3	+100%	+$622	﹤0.01%	2328
2018 Q1	$1K	Buy	+3	New	+$617	﹤0.01%	2360
2017 Q4	–	Sell	-5	Closed	-$1K	–	2510
2017 Q3	$1K	Hold	5	–	–	﹤0.01%	2114
2017 Q2	$1K	Buy	+5	New	+$958	﹤0.01%	2097

Other funds holding MKTX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MKTX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of MarketAxess Holdings (MKTX) in Q2 2019, closing a stake of 43 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in MKTX in Q2 2017 and held it in 7 quarters. The position peaked at $11K in Q1 2019. 418 funds tracked by Wall St. Rank hold MKTX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining MarketAxess Holdings position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 43 MarketAxess Holdings shares in Q2 2019, an estimated $11K.
Wealthspire Advisors (Maryland) first reported a position in MarketAxess Holdings in Q2 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s MarketAxess Holdings position peaked at $11K in Q1 2019.
418 funds tracked by Wall St. Rank held MarketAxess Holdings as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.