Ownership history in Advisory Services Network, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in TRADEWEB MKTS INC (TW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC outperformed the S&P 500 by +7.4% annually on this TW position. Timing score: 88% (7/8 decisions correct). Average cost basis: $95.71. Maximum drawdown during holding period: β25.1%.
π₯ Exceptional β beat the S&P 500 by 7.4% per year on this position.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 8 add/trim decisions correct
Best entry: $45.11 (2019 Q4) Β· Worst: $130.28 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 4 trims. Bought during 0 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size