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

AE 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
2021
Q2 		– Sell
-8,157
Closed -$604K – 1686
2021
Q1 		$604K Buy
+8,157
New +$561K 0.01% 943
2020
Q2 		– Sell
-9,976
Closed -$419K – 1342
2020
Q1 		$419K Buy
+9,976
New +$457K 0.01% 741

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

AE Wealth Management's TW Position: Q2 2021 in Review

AE Wealth Management sold out of Tradeweb Markets (TW) in Q2 2021, closing a stake of 8,157 shares — an estimated $604K sold.

AE Wealth Management first reported a position in TW in Q1 2020 and held it in 2 quarters. The position peaked at $604K in Q1 2021. 277 funds tracked by Wall St. Rank hold TW as of Q2 2021.

  • AE Wealth Management reported no remaining Tradeweb Markets position as of Q2 2021 after selling out during the quarter.
  • AE Wealth Management sold 8,157 Tradeweb Markets shares in Q2 2021, an estimated $604K.
  • AE Wealth Management first reported a position in Tradeweb Markets in Q1 2020 and held it in 2 quarters.
  • AE Wealth Management's Tradeweb Markets position peaked at $604K in Q1 2021.
  • 277 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2021.

Based on AE Wealth Management's 13F filing for Q2 2021, filed 21 Jul 2021.