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Aptus Capital Advisors’s Tradeweb Markets TW Stock Holding History

Aptus Capital Advisors’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
-21,245
Closed -$1.57M – 607
2021
Q1 		$1.57M Buy
+21,245
New +$1.46M 0.06% 151

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Aptus Capital Advisors's TW Position: Q2 2021 in Review

Aptus Capital Advisors sold out of Tradeweb Markets (TW) in Q2 2021, closing a stake of 21,245 shares — an estimated $1.57M sold.

Aptus Capital Advisors first reported a position in TW in Q1 2021 and held it in 1 quarter. The position peaked at $1.57M in Q1 2021. 277 funds tracked by Wall St. Rank hold TW as of Q2 2021.

  • Aptus Capital Advisors reported no remaining Tradeweb Markets position as of Q2 2021 after selling out during the quarter.
  • Aptus Capital Advisors sold 21,245 Tradeweb Markets shares in Q2 2021, an estimated $1.57M.
  • Aptus Capital Advisors first reported a position in Tradeweb Markets in Q1 2021 and held it in 1 quarter.
  • Aptus Capital Advisors's Tradeweb Markets position peaked at $1.57M in Q1 2021.
  • 277 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2021.

Based on Aptus Capital Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.