WCM Investment Management
TW icon

WCM Investment Management’s Tradeweb Markets TW Stock Holding History

WCM Investment 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
2021
Q2 		– Sell
-64,170
Closed -$4.75M – 210
2021
Q1 		$4.75M Buy
64,170
+4,204
+7% +$289K 0.01% 139
2020
Q4 		$3.75M Buy
59,966
+25,675
+75% +$1.55M 0.01% 150
2020
Q3 		$1.99M Buy
34,291
+6,580
+24% +$362K 0.01% 153
2020
Q2 		$1.61M Buy
27,711
+13,970
+102% +$804K 0.01% 154
2020
Q1 		$578K Sell
13,741
-6,185
-31% -$283K ﹤0.01% 157
2019
Q4 		$924K Buy
19,926
+241
+1% +$10.4K 0.01% 154
2019
Q3 		$728K Buy
19,685
+1,960
+11% +$86.6K ﹤0.01% 133
2019
Q2 		$777K Buy
+17,725
New +$740K ﹤0.01% 135

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

WCM Investment Management's TW Position: Q2 2021 in Review

WCM Investment Management sold out of Tradeweb Markets (TW) in Q2 2021, closing a stake of 64,170 shares — an estimated $4.75M sold.

WCM Investment Management first reported a position in TW in Q2 2019 and held it in 8 quarters. The position peaked at $4.75M in Q1 2021. 277 funds tracked by Wall St. Rank hold TW as of Q2 2021.

  • WCM Investment Management reported no remaining Tradeweb Markets position as of Q2 2021 after selling out during the quarter.
  • WCM Investment Management sold 64,170 Tradeweb Markets shares in Q2 2021, an estimated $4.75M.
  • WCM Investment Management first reported a position in Tradeweb Markets in Q2 2019 and held it in 8 quarters.
  • WCM Investment Management's Tradeweb Markets position peaked at $4.75M in Q1 2021.
  • 277 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2021.

Based on WCM Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.