RPWA
TW icon

Regent Peak Wealth Advisors’s Tradeweb Markets TW Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-6
Closed – – 918
2020
Q4 		$0 Buy
+6
New +$363 ﹤0.01% 1128

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Regent Peak Wealth Advisors's TW Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Tradeweb Markets (TW) in Q1 2021, closing a stake of 6 shares.

Regent Peak Wealth Advisors first reported a position in TW in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 279 funds tracked by Wall St. Rank hold TW as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Tradeweb Markets position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 6 Tradeweb Markets shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Tradeweb Markets in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Tradeweb Markets position peaked at $0 in Q4 2020.
  • 279 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.