Charles Schwab
TWKS

Charles Schwab’s Thoughtworks Holding, Inc. Common Stock TWKS Stock Holding History

Charles Schwab’s Portfolio TWKS Stock Details TWKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-822,971
Closed -$3.64M – 3537
2024
Q3 		$3.64M Buy
822,971
+37,641
+5% +$145K ﹤0.01% 2518
2024
Q2 		$2.23M Buy
785,330
+103,572
+15% +$278K ﹤0.01% 2679
2024
Q1 		$1.72M Sell
681,758
-55,858
-8% -$214K ﹤0.01% 2635
2023
Q4 		$3.55M Buy
737,616
+10,213
+1% +$41.9K ﹤0.01% 2454
2023
Q3 		$2.97M Sell
727,403
-1,802
-0.2% -$10.2K ﹤0.01% 2468
2023
Q2 		$5.51M Buy
729,205
+203,906
+39% +$1.51M ﹤0.01% 2206
2023
Q1 		$3.87M Buy
525,299
+1,864
+0.4% +$17.3K ﹤0.01% 2319
2022
Q4 		$5.33M Buy
523,435
+19,031
+4% +$177K ﹤0.01% 2185
2022
Q3 		$5.29M Buy
504,404
+323,057
+178% +$4.55M ﹤0.01% 2193
2022
Q2 		$2.56M Buy
181,347
+9,310
+5% +$161K ﹤0.01% 2486
2022
Q1 		$3.58M Buy
172,037
+4,760
+3% +$104K ﹤0.01% 2437
2021
Q4 		$4.49M Buy
+167,277
New +$4.77M ﹤0.01% 2400

Other funds holding TWKS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Charles Schwab's TWKS Position: Q4 2024 in Review

Charles Schwab sold out of Thoughtworks Holding, Inc. Common Stock (TWKS) in Q4 2024, closing a stake of 822,971 shares — an estimated $3.64M sold.

Charles Schwab first reported a position in TWKS in Q4 2021 and held it in 12 quarters. The position peaked at $5.51M in Q2 2023. 1 fund tracked by Wall St. Rank holds TWKS as of Q4 2024.

  • Charles Schwab reported no remaining Thoughtworks Holding, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Charles Schwab sold 822,971 Thoughtworks Holding, Inc. Common Stock shares in Q4 2024, an estimated $3.64M.
  • Charles Schwab first reported a position in Thoughtworks Holding, Inc. Common Stock in Q4 2021 and held it in 12 quarters.
  • Charles Schwab's Thoughtworks Holding, Inc. Common Stock position peaked at $5.51M in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Thoughtworks Holding, Inc. Common Stock as of Q4 2024.

Based on Charles Schwab's 13F filing for Q4 2024, filed 6 Feb 2025.