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Capital Performance Advisors’s Tradeweb Markets TW Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-38
Closed -$4.7K – 2510
2024
Q3 		$4.7K Buy
+38
New +$4.31K ﹤0.01% 1134

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Capital Performance Advisors's TW Position: Q4 2024 in Review

Capital Performance Advisors sold out of Tradeweb Markets (TW) in Q4 2024, closing a stake of 38 shares — an estimated $4.7K sold.

Capital Performance Advisors first reported a position in TW in Q3 2024 and held it in 1 quarter. The position peaked at $4.7K in Q3 2024. 532 funds tracked by Wall St. Rank hold TW as of Q4 2024.

  • Capital Performance Advisors reported no remaining Tradeweb Markets position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 38 Tradeweb Markets shares in Q4 2024, an estimated $4.7K.
  • Capital Performance Advisors first reported a position in Tradeweb Markets in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Tradeweb Markets position peaked at $4.7K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.