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Concord Wealth Partners’s Tradeweb Markets TW Stock Holding History

Concord Wealth Partners’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
2023
Q4 		– Sell
-1,170
Closed -$93.8K – 1016
2023
Q3 		$93.8K Buy
1,170
+1,126
+2,559% +$89.8K 0.02% 292
2023
Q2 		$3.01K Buy
+44
New +$3.12K ﹤0.01% 804
2023
Q1 		– Sell
-44
Closed -$2.86K – 1219
2022
Q4 		$2.86K Buy
+44
New +$2.59K ﹤0.01% 874
2022
Q3 		– Sell
-44
Closed -$3K – 1073
2022
Q2 		$3K Buy
+44
New +$3.2K ﹤0.01% 971

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OCBV
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Allspring Global Investments
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Concord Wealth Partners's TW Position: Q4 2023 in Review

Concord Wealth Partners sold out of Tradeweb Markets (TW) in Q4 2023, closing a stake of 1,170 shares — an estimated $93.8K sold.

Concord Wealth Partners first reported a position in TW in Q2 2022 and held it in 4 quarters. The position peaked at $93.8K in Q3 2023. 410 funds tracked by Wall St. Rank hold TW as of Q4 2023.

  • Concord Wealth Partners reported no remaining Tradeweb Markets position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 1,170 Tradeweb Markets shares in Q4 2023, an estimated $93.8K.
  • Concord Wealth Partners first reported a position in Tradeweb Markets in Q2 2022 and held it in 4 quarters.
  • Concord Wealth Partners's Tradeweb Markets position peaked at $93.8K in Q3 2023.
  • 410 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.