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Morningstar Investment Services’s Tradeweb Markets TW Stock Holding History

Morningstar Investment Services’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
Q3 		– Sell
-2,316
Closed -$247K – 419
2024
Q2 		$247K Sell
2,316
-220
-9% -$23.2K ﹤0.01% 342
2024
Q1 		$265K Sell
2,536
-2,430
-49% -$244K ﹤0.01% 302
2023
Q4 		$449K Buy
+4,966
New +$443K ﹤0.01% 299

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Wellington Management Group
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BlackRock
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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
AI
Axiom Investors Greenwich, Connecticut $8.99B AUM 44.68% 1-Year Est. Return

Morningstar Investment Services's TW Position: Q3 2024 in Review

Morningstar Investment Services sold out of Tradeweb Markets (TW) in Q3 2024, closing a stake of 2,316 shares — an estimated $247K sold.

Morningstar Investment Services first reported a position in TW in Q4 2023 and held it in 3 quarters. The position peaked at $449K in Q4 2023. 449 funds tracked by Wall St. Rank hold TW as of Q3 2024.

  • Morningstar Investment Services reported no remaining Tradeweb Markets position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 2,316 Tradeweb Markets shares in Q3 2024, an estimated $247K.
  • Morningstar Investment Services first reported a position in Tradeweb Markets in Q4 2023 and held it in 3 quarters.
  • Morningstar Investment Services's Tradeweb Markets position peaked at $449K in Q4 2023.
  • 449 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2024.

Based on Morningstar Investment Services's 13F filing for Q3 2024, filed 7 Nov 2024.