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AMJ Financial Wealth Management’s Tradeweb Markets TW Stock Holding History

AMJ Financial 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
2025
Q2 		– Sell
-4,160
Closed -$618K – 99
2025
Q1 		$618K Buy
4,160
+1,375
+49% +$183K 0.18% 60
2024
Q4 		$365K Buy
+2,785
New +$367K 0.1% 77
2024
Q2 		– Sell
-56,677
Closed -$5.9M – 85
2024
Q1 		$5.9M Buy
56,677
+27,509
+94% +$2.77M 1.97% 24
2023
Q4 		$2.65M Buy
+29,168
New +$2.6M 1.12% 36

Other funds holding TW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AMJ Financial Wealth Management's TW Position: Q2 2025 in Review

AMJ Financial Wealth Management sold out of Tradeweb Markets (TW) in Q2 2025, closing a stake of 4,160 shares — an estimated $618K sold.

AMJ Financial Wealth Management first reported a position in TW in Q4 2023 and held it in 4 quarters. The position peaked at $5.9M in Q1 2024. 569 funds tracked by Wall St. Rank hold TW as of Q2 2025.

  • AMJ Financial Wealth Management reported no remaining Tradeweb Markets position as of Q2 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 4,160 Tradeweb Markets shares in Q2 2025, an estimated $618K.
  • AMJ Financial Wealth Management first reported a position in Tradeweb Markets in Q4 2023 and held it in 4 quarters.
  • AMJ Financial Wealth Management's Tradeweb Markets position peaked at $5.9M in Q1 2024.
  • 569 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.