IAG Wealth Partners’s Tradeweb Markets TW Stock Holding History

IAG Wealth Partners’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
2020 Q1	–	Sell	-302	Closed	-$14K	–	457
2019 Q4	$14K	Buy	+302	New	+$13K	0.01%	218

Other funds holding TW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

IAG Wealth Partners's TW Position: Q1 2020 in Review

IAG Wealth Partners sold out of Tradeweb Markets (TW) in Q1 2020, closing a stake of 302 shares — an estimated $14K sold.

IAG Wealth Partners first reported a position in TW in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 172 funds tracked by Wall St. Rank hold TW as of Q1 2020.

IAG Wealth Partners reported no remaining Tradeweb Markets position as of Q1 2020 after selling out during the quarter.
IAG Wealth Partners sold 302 Tradeweb Markets shares in Q1 2020, an estimated $14K.
IAG Wealth Partners first reported a position in Tradeweb Markets in Q4 2019 and held it in 1 quarter.
IAG Wealth Partners's Tradeweb Markets position peaked at $14K in Q4 2019.
172 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.