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Kapitalo Investimentos’s Tradeweb Markets TW Stock Holding History

Kapitalo Investimentos’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
-2,632
Closed -$239K – 544
2023
Q4 		$239K Buy
2,632
+727
+38% +$64.9K 0.05% 245
2023
Q3 		$153K Buy
1,905
+1,539
+420% +$123K 0.02% 331
2023
Q2 		$25.1K Buy
+366
New +$25.9K ﹤0.01% 440

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

Kapitalo Investimentos's TW Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Tradeweb Markets (TW) in Q1 2024, closing a stake of 2,632 shares — an estimated $239K sold.

Kapitalo Investimentos first reported a position in TW in Q2 2023 and held it in 3 quarters. The position peaked at $239K in Q4 2023. 443 funds tracked by Wall St. Rank hold TW as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Tradeweb Markets position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,632 Tradeweb Markets shares in Q1 2024, an estimated $239K.
  • Kapitalo Investimentos first reported a position in Tradeweb Markets in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Tradeweb Markets position peaked at $239K in Q4 2023.
  • 443 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.