Atwood & Palmer’s Tradeweb Markets TW Stock Holding History

Atwood & Palmer’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 Q1	–	Sell	-7	Closed	-$917	–	481
2024 Q4	$917	Hold	7	–	–	﹤0.01%	434
2024 Q3	$866	Buy	+7	New	+$793	﹤0.01%	437

Other funds holding TW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atwood & Palmer's TW Position: Q1 2025 in Review

Atwood & Palmer sold out of Tradeweb Markets (TW) in Q1 2025, closing a stake of 7 shares — an estimated $917 sold.

Atwood & Palmer first reported a position in TW in Q3 2024 and held it in 2 quarters. The position peaked at $917 in Q4 2024. 551 funds tracked by Wall St. Rank hold TW as of Q1 2025.

Atwood & Palmer reported no remaining Tradeweb Markets position as of Q1 2025 after selling out during the quarter.
Atwood & Palmer sold 7 Tradeweb Markets shares in Q1 2025, an estimated $917.
Atwood & Palmer first reported a position in Tradeweb Markets in Q3 2024 and held it in 2 quarters.
Atwood & Palmer's Tradeweb Markets position peaked at $917 in Q4 2024.
551 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.