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Berman Capital Advisors’s Tradeweb Markets TW Stock Holding History

Berman 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
Q3 		$13K Buy
169
+140
+483% +$12.1K ﹤0.01% 1109
2021
Q2 		$2K Buy
29
+19
+190% +$1.55K ﹤0.01% 1641
2021
Q1 		$0 Buy
+10
New +$687 ﹤0.01% 1914

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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Berman Capital Advisors's TW Position: Q3 2021 in Review

Berman Capital Advisors increased its Tradeweb Markets (TW) stake by 483% in Q3 2021, buying an estimated $12.1K and bringing the position to 169 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Berman Capital Advisors first reported a position in TW in Q1 2021 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold TW as of Q3 2021.

  • Berman Capital Advisors held 169 shares of Tradeweb Markets worth $13K as of Q3 2021.
  • Berman Capital Advisors bought 140 Tradeweb Markets shares in Q3 2021, an estimated $12.1K.
  • Tradeweb Markets made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1109 holding.
  • Berman Capital Advisors first reported a position in Tradeweb Markets in Q1 2021 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.