RWB
TW icon

RMR Wealth Builders’s Tradeweb Markets TW Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-101
Closed -$7K – 667
2021
Q1 		$7K Hold
101
– – ﹤0.01% 640
2020
Q4 		$6K Buy
+101
New +$6.11K ﹤0.01% 453
2019
Q4 		$161K Buy
+3,484
New +$150K 0.16% 132

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

RMR Wealth Builders's TW Position: Q2 2021 in Review

RMR Wealth Builders sold out of Tradeweb Markets (TW) in Q2 2021, closing a stake of 101 shares — an estimated $7K sold.

RMR Wealth Builders first reported a position in TW in Q4 2019 and held it in 3 quarters. The position peaked at $161K in Q4 2019. 277 funds tracked by Wall St. Rank hold TW as of Q2 2021.

  • RMR Wealth Builders reported no remaining Tradeweb Markets position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 101 Tradeweb Markets shares in Q2 2021, an estimated $7K.
  • RMR Wealth Builders first reported a position in Tradeweb Markets in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's Tradeweb Markets position peaked at $161K in Q4 2019.
  • 277 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.