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Glassman Wealth Services’s Tradeweb Markets TW Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-59
Closed -$5.36K – 1697
2023
Q4 		$5.36K Hold
59
– – ﹤0.01% 1059
2023
Q3 		$4.73K Hold
59
– – ﹤0.01% 1090
2023
Q2 		$4.04K Hold
59
– – ﹤0.01% 1052
2023
Q1 		$4.66K Hold
59
– – ﹤0.01% 1018
2022
Q4 		$3.83K Buy
59
+32
+119% +$1.88K ﹤0.01% 1103
2022
Q3 		$2K Sell
27
-41
-60% -$2.79K ﹤0.01% 1270
2022
Q2 		$5K Buy
68
+52
+325% +$3.78K ﹤0.01% 1029
2022
Q1 		$1K Buy
+16
New +$1.39K ﹤0.01% 1533

Other funds holding TW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
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
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Glassman Wealth Services's TW Position: Q1 2024 in Review

Glassman Wealth Services sold out of Tradeweb Markets (TW) in Q1 2024, closing a stake of 59 shares — an estimated $5.36K sold.

Glassman Wealth Services first reported a position in TW in Q1 2022 and held it in 8 quarters. The position peaked at $5.36K in Q4 2023. 443 funds tracked by Wall St. Rank hold TW as of Q1 2024.

  • Glassman Wealth Services reported no remaining Tradeweb Markets position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 59 Tradeweb Markets shares in Q1 2024, an estimated $5.36K.
  • Glassman Wealth Services first reported a position in Tradeweb Markets in Q1 2022 and held it in 8 quarters.
  • Glassman Wealth Services's Tradeweb Markets position peaked at $5.36K in Q4 2023.
  • 443 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.