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B. Riley Wealth Advisors’s Tradeweb Markets TW Stock Holding History

B. Riley Wealth 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
2022
Q2 		– Sell
-7,071
Closed -$622K – 1386
2022
Q1 		$622K Buy
7,071
+2,929
+71% +$254K 0.02% 647
2021
Q4 		$415K Buy
+4,142
New +$382K 0.01% 919

Other funds holding TW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

B. Riley Wealth Advisors's TW Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Tradeweb Markets (TW) in Q2 2022, closing a stake of 7,071 shares — an estimated $622K sold.

B. Riley Wealth Advisors first reported a position in TW in Q4 2021 and held it in 2 quarters. The position peaked at $622K in Q1 2022. 332 funds tracked by Wall St. Rank hold TW as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining Tradeweb Markets position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,071 Tradeweb Markets shares in Q2 2022, an estimated $622K.
  • B. Riley Wealth Advisors first reported a position in Tradeweb Markets in Q4 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Tradeweb Markets position peaked at $622K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.