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BerganKDV Wealth Management’s Tradeweb Markets TW Stock Holding History

BerganKDV Wealth Management’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
2023
Q2 		$617 Hold
9
– – ﹤0.01% 797
2023
Q1 		$712 Hold
9
– – ﹤0.01% 940
2022
Q4 		$584 Buy
+9
New +$529 ﹤0.01% 938

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Wellington Management Group
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OCBV
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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
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

BerganKDV Wealth Management's TW Position: Q2 2023 in Review

BerganKDV Wealth Management held its Tradeweb Markets (TW) position steady in Q2 2023 at 9 shares worth $617. The position accounts for ﹤0.01% of the portfolio, ranked #797.

BerganKDV Wealth Management first reported a position in TW in Q4 2022 and has held it in 3 quarters since. The position peaked at $712 in Q1 2023. 343 funds tracked by Wall St. Rank hold TW as of Q2 2023.

  • BerganKDV Wealth Management held 9 shares of Tradeweb Markets worth $617 as of Q2 2023.
  • BerganKDV Wealth Management left its Tradeweb Markets share count unchanged in Q2 2023.
  • Tradeweb Markets made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #797 holding.
  • BerganKDV Wealth Management first reported a position in Tradeweb Markets in Q4 2022 and has held it in 3 quarters since.
  • BerganKDV Wealth Management's Tradeweb Markets position peaked at $712 in Q1 2023.
  • 343 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.