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Advisory Alpha’s Tradeweb Markets TW Stock Holding History

Advisory Alpha’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
2020
Q4 		– Sell
-9
Closed -$1K – 604
2020
Q3 		$1K Buy
+9
New +$495 ﹤0.01% 671
2020
Q1 		– Sell
-25
Closed -$1.14K – 817
2019
Q4 		$1.14K Buy
+25
New +$1.08K ﹤0.01% 685

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisory Alpha's TW Position: Q4 2020 in Review

Advisory Alpha sold out of Tradeweb Markets (TW) in Q4 2020, closing a stake of 9 shares — an estimated $1K sold.

Advisory Alpha first reported a position in TW in Q4 2019 and held it in 2 quarters. The position peaked at $1.14K in Q4 2019. 286 funds tracked by Wall St. Rank hold TW as of Q4 2020.

  • Advisory Alpha reported no remaining Tradeweb Markets position as of Q4 2020 after selling out during the quarter.
  • Advisory Alpha sold 9 Tradeweb Markets shares in Q4 2020, an estimated $1K.
  • Advisory Alpha first reported a position in Tradeweb Markets in Q4 2019 and held it in 2 quarters.
  • Advisory Alpha's Tradeweb Markets position peaked at $1.14K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.