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Fulcrum Equity Management’s Tradeweb Markets TW Stock Holding History

Fulcrum Equity 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
2022
Q1 		– Sell
-2,761
Closed -$276K – 184
2021
Q4 		$276K Sell
2,761
-120
-4% -$11.1K 0.1% 143
2021
Q3 		$233K Buy
+2,881
New +$249K 0.09% 161

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OCBV
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Franklin Resources
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Fulcrum Equity Management's TW Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Tradeweb Markets (TW) in Q1 2022, closing a stake of 2,761 shares — an estimated $276K sold.

Fulcrum Equity Management first reported a position in TW in Q3 2021 and held it in 2 quarters. The position peaked at $276K in Q4 2021. 321 funds tracked by Wall St. Rank hold TW as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Tradeweb Markets position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 2,761 Tradeweb Markets shares in Q1 2022, an estimated $276K.
  • Fulcrum Equity Management first reported a position in Tradeweb Markets in Q3 2021 and held it in 2 quarters.
  • Fulcrum Equity Management's Tradeweb Markets position peaked at $276K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.