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Edmonds Duncan Registered Investment Advisors’s Tradeweb Markets TW Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2024
Q3 		– Sell
-2,909
Closed -$308K – 133
2024
Q2 		$308K Buy
2,909
+3
+0.1% +$317 0.08% 97
2024
Q1 		$303K Sell
2,906
-83
-3% -$8.34K 0.08% 109
2023
Q4 		$272K Sell
2,989
-87
-3% -$7.77K 0.07% 104
2023
Q3 		$247K Buy
+3,076
New +$245K 0.07% 111

Other funds holding TW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's TW Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Tradeweb Markets (TW) in Q3 2024, closing a stake of 2,909 shares — an estimated $308K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in TW in Q3 2023 and held it in 4 quarters. The position peaked at $308K in Q2 2024. 449 funds tracked by Wall St. Rank hold TW as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Tradeweb Markets position as of Q3 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 2,909 Tradeweb Markets shares in Q3 2024, an estimated $308K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Tradeweb Markets in Q3 2023 and held it in 4 quarters.
  • Edmonds Duncan Registered Investment Advisors's Tradeweb Markets position peaked at $308K in Q2 2024.
  • 449 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.