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CBIZ Investment Advisory Services’s Tradeweb Markets TW Stock Holding History

CBIZ Investment Advisory Services’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
2025
Q3 		– Sell
-3
Closed -$439 – 787
2025
Q2 		$439 Hold
3
– – ﹤0.01% 660
2025
Q1 		$445 Buy
+3
New +$399 ﹤0.01% 576

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T. Rowe Price Investment Management
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CBIZ Investment Advisory Services's TW Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Tradeweb Markets (TW) in Q3 2025, closing a stake of 3 shares — an estimated $439 sold.

CBIZ Investment Advisory Services first reported a position in TW in Q1 2025 and held it in 2 quarters. The position peaked at $445 in Q1 2025. 545 funds tracked by Wall St. Rank hold TW as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Tradeweb Markets position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 3 Tradeweb Markets shares in Q3 2025, an estimated $439.
  • CBIZ Investment Advisory Services first reported a position in Tradeweb Markets in Q1 2025 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's Tradeweb Markets position peaked at $445 in Q1 2025.
  • 545 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.