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O'Neil Global Advisors’s Tradeweb Markets TW Stock Holding History

O'Neil Global 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
2021
Q4 		– Sell
-3,500
Closed -$283K – 100
2021
Q3 		$283K Sell
3,500
-3,700
-51% -$319K 0.22% 64
2021
Q2 		$609K Sell
7,200
-3,000
-29% -$245K 0.19% 56
2021
Q1 		$755K Buy
+10,200
New +$701K 0.73% 27

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

O'Neil Global Advisors's TW Position: Q4 2021 in Review

O'Neil Global Advisors sold out of Tradeweb Markets (TW) in Q4 2021, closing a stake of 3,500 shares — an estimated $283K sold.

O'Neil Global Advisors first reported a position in TW in Q1 2021 and held it in 3 quarters. The position peaked at $755K in Q1 2021. 320 funds tracked by Wall St. Rank hold TW as of Q4 2021.

  • O'Neil Global Advisors reported no remaining Tradeweb Markets position as of Q4 2021 after selling out during the quarter.
  • O'Neil Global Advisors sold 3,500 Tradeweb Markets shares in Q4 2021, an estimated $283K.
  • O'Neil Global Advisors first reported a position in Tradeweb Markets in Q1 2021 and held it in 3 quarters.
  • O'Neil Global Advisors's Tradeweb Markets position peaked at $755K in Q1 2021.
  • 320 funds tracked by Wall St. Rank held Tradeweb Markets as of Q4 2021.

Based on O'Neil Global Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.