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Janiczek Wealth Management’s Tradeweb Markets TW Stock Holding History

Janiczek Wealth 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 		$150K Sell
1,413
-94
-6% -$9.93K 0.03% 226
2024
Q1 		$157K Buy
1,507
+302
+25% +$30.4K 0.03% 219
2023
Q4 		$110K Sell
1,205
-26
-2% -$2.32K 0.03% 249
2023
Q3 		$98.7K Buy
1,231
+710
+136% +$56.6K 0.03% 252
2023
Q2 		$35.7K Sell
521
-311
-37% -$22K 0.01% 361
2023
Q1 		$58.7K Buy
832
+198
+31% +$14.3K 0.02% 294
2022
Q4 		$45.2K Sell
634
-98
-13% -$5.76K 0.01% 334
2022
Q3 		$39K Sell
732
-305
-29% -$20.8K 0.01% 344
2022
Q2 		$73K Buy
1,037
+53
+5% +$3.85K 0.02% 245
2022
Q1 		$86K Sell
984
-113
-10% -$9.8K 0.02% 228
2021
Q4 		$110K Sell
1,097
-101
-8% -$9.31K 0.03% 177
2021
Q3 		$97K Buy
1,198
+346
+41% +$29.8K 0.03% 176
2021
Q2 		$72K Buy
852
+93
+12% +$7.59K 0.03% 194
2021
Q1 		$56K Buy
759
+171
+29% +$11.8K 0.02% 217
2020
Q4 		$37K Buy
588
+516
+717% +$31.2K 0.02% 253
2020
Q3 		$4K Buy
+72
New +$3.96K ﹤0.01% 408

Other funds holding TW

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

Janiczek Wealth Management's TW Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Tradeweb Markets (TW) stake by 6.2% in Q2 2024, selling an estimated $9.93K and leaving 1,413 shares worth $150K. The position accounts for 0.03% of the portfolio, ranked #226.

Janiczek Wealth Management first reported a position in TW in Q3 2020 and has held it in 16 quarters since. The position peaked at $157K in Q1 2024. 438 funds tracked by Wall St. Rank hold TW as of Q2 2024.

  • Janiczek Wealth Management held 1,413 shares of Tradeweb Markets worth $150K as of Q2 2024.
  • Janiczek Wealth Management sold 94 Tradeweb Markets shares in Q2 2024, an estimated $9.93K.
  • Tradeweb Markets made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #226 holding.
  • Janiczek Wealth Management first reported a position in Tradeweb Markets in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Tradeweb Markets position peaked at $157K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.