CS
TWG

Clear Street’s Top Wealth Group Holding Ltd TWG Stock Holding History

Clear Street’s Portfolio TWG Stock Details TWG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-54
Closed -$8.87K – 632
2024
Q3 		$8.87K Sell
54
-2
-4% -$174 ﹤0.01% 402
2024
Q2 		$4.31K Buy
+56
New +$6.16K ﹤0.01% 510

Other funds holding TWG

XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
SG
StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Street's TWG Position: Q4 2024 in Review

Clear Street sold out of Top Wealth Group Holding Ltd (TWG) in Q4 2024, closing a stake of 54 shares — an estimated $8.87K sold.

Clear Street first reported a position in TWG in Q2 2024 and held it in 2 quarters. The position peaked at $8.87K in Q3 2024. 5 funds tracked by Wall St. Rank hold TWG as of Q4 2024.

  • Clear Street reported no remaining Top Wealth Group Holding Ltd position as of Q4 2024 after selling out during the quarter.
  • Clear Street sold 54 Top Wealth Group Holding Ltd shares in Q4 2024, an estimated $8.87K.
  • Clear Street first reported a position in Top Wealth Group Holding Ltd in Q2 2024 and held it in 2 quarters.
  • Clear Street's Top Wealth Group Holding Ltd position peaked at $8.87K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Top Wealth Group Holding Ltd as of Q4 2024.

Based on Clear Street's 13F filing for Q4 2024, filed 14 Feb 2025.