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Next Financial Group’s Tradeweb Markets TW Stock Holding History

Next Financial Group’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
2020
Q4 		– Sell
-127
Closed -$7K – 2420
2020
Q3 		$7K Buy
+127
New +$6.98K ﹤0.01% 1753

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's TW Position: Q4 2020 in Review

Next Financial Group sold out of Tradeweb Markets (TW) in Q4 2020, closing a stake of 127 shares — an estimated $7K sold.

Next Financial Group first reported a position in TW in Q3 2020 and held it in 1 quarter. The position peaked at $7K in Q3 2020. 286 funds tracked by Wall St. Rank hold TW as of Q4 2020.

  • Next Financial Group reported no remaining Tradeweb Markets position as of Q4 2020 after selling out during the quarter.
  • Next Financial Group sold 127 Tradeweb Markets shares in Q4 2020, an estimated $7K.
  • Next Financial Group first reported a position in Tradeweb Markets in Q3 2020 and held it in 1 quarter.
  • Next Financial Group's Tradeweb Markets position peaked at $7K in Q3 2020.
  • 286 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2020.

Based on Next Financial Group's 13F filing for Q4 2020, filed 5 Feb 2021.