AWM
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Abound Wealth Management’s Tradeweb Markets TW Stock Holding History

Abound Wealth Management’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4
Closed -$419 – 1304
2024
Q1 		$419 Hold
4
– – ﹤0.01% 967
2023
Q4 		$365 Hold
4
– – ﹤0.01% 1068
2023
Q3 		$322 Hold
4
– – ﹤0.01% 988
2023
Q2 		$275 Buy
+4
New +$283 ﹤0.01% 1087

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Abound Wealth Management's TW Position: Q2 2024 in Review

Abound Wealth Management sold out of Tradeweb Markets (TW) in Q2 2024, closing a stake of 4 shares — an estimated $419 sold.

Abound Wealth Management first reported a position in TW in Q2 2023 and held it in 4 quarters. The position peaked at $419 in Q1 2024. 438 funds tracked by Wall St. Rank hold TW as of Q2 2024.

  • Abound Wealth Management reported no remaining Tradeweb Markets position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 4 Tradeweb Markets shares in Q2 2024, an estimated $419.
  • Abound Wealth Management first reported a position in Tradeweb Markets in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Tradeweb Markets position peaked at $419 in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.