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Aperio Group’s Tradeweb Markets TW Stock Holding History

Aperio 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
2020
Q4 		$2.48M Buy
39,778
+12,512
+46% +$756K 0.01% 1137
2020
Q3 		$1.58M Buy
27,266
+20,736
+318% +$1.14M 0.01% 1227
2020
Q2 		$380K Buy
+6,530
New +$376K ﹤0.01% 1906
2019
Q3 		– Sell
-160
Closed -$7K – 2737
2019
Q2 		$7K Buy
+160
New +$6.68K ﹤0.01% 2829

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group's TW Position: Q4 2020 in Review

Aperio Group increased its Tradeweb Markets (TW) stake by 46% in Q4 2020, buying an estimated $756K and bringing the position to 39,778 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #1137.

Aperio Group first reported a position in TW in Q2 2019 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold TW as of Q4 2020.

  • Aperio Group held 39,778 shares of Tradeweb Markets worth $2.48M as of Q4 2020.
  • Aperio Group bought 12,512 Tradeweb Markets shares in Q4 2020, an estimated $756K.
  • Tradeweb Markets made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1137 holding.
  • Aperio Group first reported a position in Tradeweb Markets in Q2 2019 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.