Win Advisors’s Tradeweb Markets TW Stock Holding History

Win 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 Q1	–	Sell	-693	Closed	-$45K	–	139
2022 Q4	$45K	Buy	+693	New	+$40.7K	0.02%	41

Other funds holding TW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OCBV

Ownership Capital B.V. Amsterdam, Netherlands $178M AUM 4.75% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Win Advisors's TW Position: Q1 2023 in Review

Win Advisors sold out of Tradeweb Markets (TW) in Q1 2023, closing a stake of 693 shares — an estimated $45K sold.

Win Advisors first reported a position in TW in Q4 2022 and held it in 1 quarter. The position peaked at $45K in Q4 2022. 354 funds tracked by Wall St. Rank hold TW as of Q1 2023.

Win Advisors reported no remaining Tradeweb Markets position as of Q1 2023 after selling out during the quarter.
Win Advisors sold 693 Tradeweb Markets shares in Q1 2023, an estimated $45K.
Win Advisors first reported a position in Tradeweb Markets in Q4 2022 and held it in 1 quarter.
Win Advisors's Tradeweb Markets position peaked at $45K in Q4 2022.
354 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.