Lee Financial’s Tradeweb Markets TW Stock Holding History

Lee Financial’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
2022 Q3	–	Sell	-2	Closed	–	–	1018
2022 Q2	$0	Buy	+2	New	+$145	﹤0.01%	1002

Other funds holding TW

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

OCBV

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIP

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

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

Lee Financial's TW Position: Q3 2022 in Review

Lee Financial sold out of Tradeweb Markets (TW) in Q3 2022, closing a stake of 2 shares.

Lee Financial first reported a position in TW in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 333 funds tracked by Wall St. Rank hold TW as of Q3 2022.

Lee Financial reported no remaining Tradeweb Markets position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 2 Tradeweb Markets shares in Q3 2022.
Lee Financial first reported a position in Tradeweb Markets in Q2 2022 and held it in 1 quarter.
Lee Financial's Tradeweb Markets position peaked at $0 in Q2 2022.
333 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.