FGAM
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Financial Gravity Asset Management’s Tradeweb Markets TW Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-19
Closed -$2.01K – 1766
2024
Q1 		$2.01K Sell
19
-1
-5% -$101 ﹤0.01% 676
2023
Q4 		$1.85K Buy
+20
New +$1.79K ﹤0.01% 727

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Wellington Management Group
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Franklin Resources
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AI
Axiom Investors Greenwich, Connecticut $11.6B AUM 69.67% 1-Year Est. Return

Financial Gravity Asset Management's TW Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Tradeweb Markets (TW) in Q2 2024, closing a stake of 19 shares — an estimated $2.01K sold.

Financial Gravity Asset Management first reported a position in TW in Q4 2023 and held it in 2 quarters. The position peaked at $2.01K in Q1 2024. 438 funds tracked by Wall St. Rank hold TW as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Tradeweb Markets position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 19 Tradeweb Markets shares in Q2 2024, an estimated $2.01K.
  • Financial Gravity Asset Management first reported a position in Tradeweb Markets in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's Tradeweb Markets position peaked at $2.01K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.