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Advisor Group’s Tradeweb Markets TW Stock Holding History

Advisor Group’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
2019
Q4 		$28K Sell
588
-668
-53% -$28.8K ﹤0.01% 3778
2019
Q3 		$46K Buy
1,256
+358
+40% +$15.8K ﹤0.01% 3458
2019
Q2 		$39K Buy
+898
New +$37.5K ﹤0.01% 3543

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor Group's TW Position: Q4 2019 in Review

Advisor Group reduced its Tradeweb Markets (TW) stake by 53% in Q4 2019, selling an estimated $28.8K and leaving 588 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #3778.

Advisor Group first reported a position in TW in Q2 2019 and has held it in 3 quarters since. The position peaked at $46K in Q3 2019. 182 funds tracked by Wall St. Rank hold TW as of Q4 2019.

  • Advisor Group held 588 shares of Tradeweb Markets worth $28K as of Q4 2019.
  • Advisor Group sold 668 Tradeweb Markets shares in Q4 2019, an estimated $28.8K.
  • Tradeweb Markets made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3778 holding.
  • Advisor Group first reported a position in Tradeweb Markets in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's Tradeweb Markets position peaked at $46K in Q3 2019.
  • 182 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.