TWM
TW icon

Tradition Wealth Management’s Tradeweb Markets TW Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-718
Closed -$65K – 1126
2023
Q4 		$65K Buy
718
+1
+0.1% +$89 0.01% 569
2023
Q3 		$57K Buy
717
+1
+0.1% +$80 0.01% 573
2023
Q2 		$49K Buy
716
+1
+0.1% +$71 0.01% 629
2023
Q1 		$57K Buy
715
+1
+0.1% +$72 0.01% 578
2022
Q4 		$46K Hold
714
– – 0.01% 551
2022
Q3 		$40K Buy
714
+634
+793% +$43.1K 0.01% 569
2022
Q2 		$5K Hold
80
– – ﹤0.01% 967
2022
Q1 		$7K Hold
80
– – ﹤0.01% 985
2021
Q4 		$8K Hold
80
– – ﹤0.01% 974
2021
Q3 		$6K Hold
80
– – ﹤0.01% 1013
2021
Q2 		$7K Buy
+80
New +$6.53K ﹤0.01% 1024
2021
Q1 		– Sell
-534
Closed -$33K – 1025
2020
Q4 		$33K Buy
+534
New +$32.3K 0.01% 490

Other funds holding TW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
OCBV
Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return