SFA
TW icon

Souders Financial Advisors’s Tradeweb Markets TW Stock Holding History

Souders Financial 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
2023
Q3 		– Sell
-3,990
Closed -$273K – 156
2023
Q2 		$273K Buy
3,990
+40
+1% +$2.83K 0.05% 139
2023
Q1 		$312K Buy
3,950
+10
+0.3% +$724 0.07% 132
2022
Q4 		$256K Buy
3,940
+390
+11% +$22.9K 0.06% 141
2022
Q3 		$200K Buy
3,550
+297
+9% +$20.2K 0.05% 143
2022
Q2 		$222K Buy
3,253
+429
+15% +$31.2K 0.06% 129
2022
Q1 		$248K Buy
+2,824
New +$245K 0.07% 126

Other funds holding TW

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Souders Financial Advisors's TW Position: Q3 2023 in Review

Souders Financial Advisors sold out of Tradeweb Markets (TW) in Q3 2023, closing a stake of 3,990 shares — an estimated $273K sold.

Souders Financial Advisors first reported a position in TW in Q1 2022 and held it in 6 quarters. The position peaked at $312K in Q1 2023. 362 funds tracked by Wall St. Rank hold TW as of Q3 2023.

  • Souders Financial Advisors reported no remaining Tradeweb Markets position as of Q3 2023 after selling out during the quarter.
  • Souders Financial Advisors sold 3,990 Tradeweb Markets shares in Q3 2023, an estimated $273K.
  • Souders Financial Advisors first reported a position in Tradeweb Markets in Q1 2022 and held it in 6 quarters.
  • Souders Financial Advisors's Tradeweb Markets position peaked at $312K in Q1 2023.
  • 362 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2023.

Based on Souders Financial Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.