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BDO Wealth Advisors’s Tradeweb Markets TW Stock Holding History

BDO 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
2020
Q3 		– Sell
-50
Closed -$3K – 952
2020
Q2 		$3K Hold
50
– – ﹤0.01% 607
2020
Q1 		$2K Buy
+50
New +$2.29K ﹤0.01% 685

Other funds holding TW

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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BDO Wealth Advisors's TW Position: Q3 2020 in Review

BDO Wealth Advisors sold out of Tradeweb Markets (TW) in Q3 2020, closing a stake of 50 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in TW in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 242 funds tracked by Wall St. Rank hold TW as of Q3 2020.

  • BDO Wealth Advisors reported no remaining Tradeweb Markets position as of Q3 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 Tradeweb Markets shares in Q3 2020, an estimated $3K.
  • BDO Wealth Advisors first reported a position in Tradeweb Markets in Q1 2020 and held it in 2 quarters.
  • BDO Wealth Advisors's Tradeweb Markets position peaked at $3K in Q2 2020.
  • 242 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2020.

Based on BDO Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.