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Legacy Advisors’s Tradeweb Markets TW Stock Holding History

Legacy Advisors’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
2025
Q1 		$795K Sell
5,354
-49
-0.9% -$6.51K 0.08% 194
2024
Q4 		$707K Sell
5,403
-764
-12% -$101K 0.07% 213
2024
Q3 		$763K Sell
6,167
-246
-4% -$27.9K 0.08% 189
2024
Q2 		$680K Buy
6,413
+103
+2% +$10.9K 0.08% 178
2024
Q1 		$657K Buy
6,310
+473
+8% +$47.6K 0.08% 184
2023
Q4 		$530K Sell
5,837
-1
-0% -$89 0.07% 187
2023
Q3 		$468K Buy
5,838
+288
+5% +$23K 0.08% 186
2023
Q2 		$380K Buy
5,550
+261
+5% +$18.5K 0.06% 197
2023
Q1 		$418K Buy
5,289
+380
+8% +$27.5K 0.08% 166
2022
Q4 		$319K Buy
+4,909
New +$289K 0.06% 185

Other funds holding TW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Advisors's TW Position: Q1 2025 in Review

Legacy Advisors reduced its Tradeweb Markets (TW) stake by 0.91% in Q1 2025, selling an estimated $6.51K and leaving 5,354 shares worth $795K. The position accounts for 0.08% of the portfolio, ranked #194.

Legacy Advisors first reported a position in TW in Q4 2022 and has held it in 10 quarters since. 551 funds tracked by Wall St. Rank hold TW as of Q1 2025.

  • Legacy Advisors held 5,354 shares of Tradeweb Markets worth $795K as of Q1 2025.
  • Legacy Advisors sold 49 Tradeweb Markets shares in Q1 2025, an estimated $6.51K.
  • Tradeweb Markets made up 0.08% of Legacy Advisors's portfolio in Q1 2025, its #194 holding.
  • Legacy Advisors first reported a position in Tradeweb Markets in Q4 2022 and has held it in 10 quarters since.
  • 551 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.