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Steward Financial Group’s Tradeweb Markets TW Stock Holding History

Steward 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
2023
Q3 		$3K Buy
+43
New +$3.43K ﹤0.01% 890
2022
Q3 		– Sell
-21
Closed -$1K – 1228
2022
Q2 		$1K Buy
+21
New +$1.53K ﹤0.01% 883

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Financial Group's TW Position: Q3 2023 in Review

Steward Financial Group opened a new position in Tradeweb Markets (TW) in Q3 2023: 43 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in TW as recently as Q2 2022.

Steward Financial Group first reported a position in TW in Q2 2022 and has held it in 2 quarters since. 363 funds tracked by Wall St. Rank hold TW as of Q3 2023.

  • Steward Financial Group held 43 shares of Tradeweb Markets worth $3K as of Q3 2023.
  • Tradeweb Markets was a new Steward Financial Group position in Q3 2023.
  • Tradeweb Markets made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #890 holding.
  • Steward Financial Group first reported a position in Tradeweb Markets in Q2 2022 and has held it in 2 quarters since.
  • 363 funds tracked by Wall St. Rank held Tradeweb Markets as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.