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Mascoma Wealth Management’s Tradeweb Markets TW Stock Holding History

Mascoma 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
2021
Q4 		– Sell
-1
Closed – – 563
2021
Q3 		$0 Buy
+1
New +$86 ﹤0.01% 469
2021
Q2 		– Sell
-1
Closed – – 403
2021
Q1 		$0 Buy
+1
New +$69 ﹤0.01% 467

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Mascoma Wealth Management's TW Position: Q4 2021 in Review

Mascoma Wealth Management sold out of Tradeweb Markets (TW) in Q4 2021, closing a stake of 1 share.

Mascoma Wealth Management first reported a position in TW in Q1 2021 and held it in 2 quarters. The position peaked at $0 in Q3 2021. 320 funds tracked by Wall St. Rank hold TW as of Q4 2021.

  • Mascoma Wealth Management reported no remaining Tradeweb Markets position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 1 Tradeweb Markets share in Q4 2021.
  • Mascoma Wealth Management first reported a position in Tradeweb Markets in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's Tradeweb Markets position peaked at $0 in Q3 2021.
  • 320 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.