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Lowe Wealth Advisors’s Tradeweb Markets TW Stock Holding History

Lowe Wealth 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
2024
Q4 		– Sell
-152
Closed -$18.8K – 373
2024
Q3 		$18.8K Buy
+152
New +$17.2K 0.01% 172

Other funds holding TW

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lowe Wealth Advisors's TW Position: Q4 2024 in Review

Lowe Wealth Advisors sold out of Tradeweb Markets (TW) in Q4 2024, closing a stake of 152 shares — an estimated $18.8K sold.

Lowe Wealth Advisors first reported a position in TW in Q3 2024 and held it in 1 quarter. The position peaked at $18.8K in Q3 2024. 532 funds tracked by Wall St. Rank hold TW as of Q4 2024.

  • Lowe Wealth Advisors reported no remaining Tradeweb Markets position as of Q4 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 152 Tradeweb Markets shares in Q4 2024, an estimated $18.8K.
  • Lowe Wealth Advisors first reported a position in Tradeweb Markets in Q3 2024 and held it in 1 quarter.
  • Lowe Wealth Advisors's Tradeweb Markets position peaked at $18.8K in Q3 2024.
  • 532 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2024.

Based on Lowe Wealth Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.