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 $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return