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GuoLine Advisory’s Tradeweb Markets TW Stock Holding History

GuoLine 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
2023
Q4 		– Sell
-139,100
Closed -$11.2M – 16
2023
Q3 		$11.2M Buy
+139,100
New +$11.1M 2.2% 13

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

GuoLine Advisory's TW Position: Q4 2023 in Review

GuoLine Advisory sold out of Tradeweb Markets (TW) in Q4 2023, closing a stake of 139,100 shares — an estimated $11.2M sold.

GuoLine Advisory first reported a position in TW in Q3 2023 and held it in 1 quarter. The position peaked at $11.2M in Q3 2023. 410 funds tracked by Wall St. Rank hold TW as of Q4 2023.

  • GuoLine Advisory reported no remaining Tradeweb Markets position as of Q4 2023 after selling out during the quarter.
  • GuoLine Advisory sold 139,100 Tradeweb Markets shares in Q4 2023, an estimated $11.2M.
  • GuoLine Advisory first reported a position in Tradeweb Markets in Q3 2023 and held it in 1 quarter.
  • GuoLine Advisory's Tradeweb Markets position peaked at $11.2M in Q3 2023.
  • 410 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2023.

Based on GuoLine Advisory's 13F filing for Q4 2023, filed 10 Jan 2024.