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CSat Investment Advisory’s Tradeweb Markets TW Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-482
Closed -$28K – 934
2020
Q3 		$28K Buy
482
+58
+14% +$3.19K ﹤0.01% 779
2020
Q2 		$25K Buy
+424
New +$24.4K ﹤0.01% 788

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSat Investment Advisory's TW Position: Q4 2020 in Review

CSat Investment Advisory sold out of Tradeweb Markets (TW) in Q4 2020, closing a stake of 482 shares — an estimated $28K sold.

CSat Investment Advisory first reported a position in TW in Q2 2020 and held it in 2 quarters. The position peaked at $28K in Q3 2020. 286 funds tracked by Wall St. Rank hold TW as of Q4 2020.

  • CSat Investment Advisory reported no remaining Tradeweb Markets position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 482 Tradeweb Markets shares in Q4 2020, an estimated $28K.
  • CSat Investment Advisory first reported a position in Tradeweb Markets in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Tradeweb Markets position peaked at $28K in Q3 2020.
  • 286 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.