de Creative Planning Willis Towers Watson WTW Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 6.26 M | Comprar |
23,969
+4,651
| +24% | +USD 1.24 M | ﹤0.01% | 1226 |
|
|
2026
Q1 | USD 5.62 M | Comprar |
19,318
+5,232
| +37% | +USD 1.61 M | ﹤0.01% | 1104 |
|
|
2025
Q4 | USD 4.63 M | Comprar |
14,086
+1,696
| +14% | +USD 555 k | ﹤0.01% | 1064 |
|
|
2025
Q3 | USD 4.28 M | Vender |
12,390
-12
| -0.1% | -USD 3.89 k | ﹤0.01% | 973 |
|
|
2025
Q2 | USD 3.8 M | Comprar |
12,402
+94
| +0.8% | +USD 29.2 k | ﹤0.01% | 899 |
|
|
2025
Q1 | USD 4.16 M | Vender |
12,308
-220
| -2% | -USD 71.7 k | ﹤0.01% | 784 |
|
|
2024
Q4 | USD 3.92 M | Vender |
12,528
-946
| -7% | -USD 290 k | ﹤0.01% | 762 |
|
|
2024
Q3 | USD 3.97 M | Comprar |
13,474
+327
| +2% | +USD 91.5 k | ﹤0.01% | 732 |
|
|
2024
Q2 | USD 3.45 M | Comprar |
13,147
+43
| +0.3% | +USD 11.1 k | ﹤0.01% | 762 |
|
|
2024
Q1 | USD 3.6 M | Vender |
13,104
-1,119
| -8% | -USD 294 k | ﹤0.01% | 724 |
|
|
2023
Q4 | USD 3.43 M | Vender |
14,223
-562
| -4% | -USD 130 k | 0.01% | 687 |
|
|
2023
Q3 | USD 3.09 M | Comprar |
14,785
+86
| +0.6% | +USD 18.4 k | ﹤0.01% | 680 |
|
|
2023
Q2 | USD 3.46 M | Comprar |
14,699
+190
| +1% | +USD 43.8 k | ﹤0.01% | 625 |
|
|
2023
Q1 | USD 3.37 M | Vender |
14,509
-199
| -1% | -USD 48.1 k | ﹤0.01% | 606 |
|
|
2022
Q4 | USD 3.6 M | Comprar |
14,708
+215
| +1% | +USD 49.1 k | 0.01% | 565 |
|
|
2022
Q3 | USD 2.91 M | Vender |
14,493
-2,455
| -14% | -USD 507 k | 0.01% | 571 |
|
|
2022
Q2 | USD 3.34 M | Comprar |
16,948
+213
| +1% | +USD 45.7 k | 0.01% | 561 |
|
|
2022
Q1 | USD 3.95 M | Comprar |
16,735
+232
| +1% | +USD 53.1 k | 0.01% | 512 |
|
|
2021
Q4 | USD 3.92 M | Vender |
16,503
-1,319
| -7% | -USD 312 k | 0.01% | 483 |
|
|
2021
Q3 | USD 4.14 M | Vender |
17,822
-702
| -4% | -USD 156 k | 0.01% | 459 |
|
|
2021
Q2 | USD 4.26 M | Vender |
18,524
-320
| -2% | -USD 79.6 k | 0.01% | 451 |
|
|
2021
Q1 | USD 4.31 M | Comprar |
18,844
+30
| +0.2% | +USD 6.54 k | 0.01% | 452 |
|
|
2020
Q4 | USD 3.96 M | Vender |
18,814
-1,378
| -7% | -USD 284 k | 0.01% | 428 |
|
|
2020
Q3 | USD 4.22 M | Comprar |
20,192
+192
| +1% | +USD 39.2 k | 0.01% | 340 |
|
|
2020
Q2 | USD 3.94 M | Vender |
20,000
-695
| -3% | -USD 133 k | 0.01% | 325 |
|
|
2020
Q1 | USD 3.52 M | Vender |
20,695
-308
| -1% | -USD 60.6 k | 0.01% | 301 |
|
|
2019
Q4 | USD 4.24 M | Vender |
21,003
-979
| -4% | -USD 188 k | 0.01% | 329 |
|
|
2019
Q3 | USD 4.24 M | Vender |
21,982
-341
| -2% | -USD 66.6 k | 0.01% | 312 |
|
|
2019
Q2 | USD 4.28 M | Comprar |
22,323
+64
| +0.3% | +USD 11.6 k | 0.01% | 316 |
|
|
2019
Q1 | USD 3.91 M | Vender |
22,259
-256
| -1% | -USD 42.5 k | 0.01% | 316 |
|
|
2018
Q4 | USD 3.42 M | Vender |
22,515
-109
| -0.5% | -USD 16.3 k | 0.01% | 314 |
|
|
2018
Q3 | USD 3.19 M | Comprar |
22,624
+8
| +0% | +USD 1.21 k | 0.01% | 369 |
|
|
2018
Q2 | USD 3.43 M | Vender |
22,616
-4
| -0% | -USD 609 | 0.01% | 344 |
|
|
2018
Q1 | USD 3.44 M | Vender |
22,620
-1,203
| -5% | -USD 189 k | 0.01% | 329 |
|
|
2017
Q4 | USD 3.59 M | Vender |
23,823
-6,506
| -21% | -USD 1.03 M | 0.02% | 313 |
|
|
2017
Q3 | USD 4.68 M | Comprar |
30,329
+82
| +0.3% | +USD 12.2 k | 0.02% | 253 |
|
|
2017
Q2 | USD 4.4 M | Vender |
30,247
-236
| -0.8% | -USD 33 k | 0.02% | 242 |
|
|
2017
Q1 | USD 3.99 M | Vender |
30,483
-5,369
| -15% | -USD 683 k | 0.02% | 254 |
|
|
2016
Q4 | USD 4.38 M | Comprar |
35,852
+29,615
| +475% | +USD 3.69 M | 0.03% | 223 |
|
|
2016
Q3 | USD 828 k | Vender |
6,237
-592
| -9% | -USD 73.7 k | 0.01% | 671 |
|
|
2016
Q2 | USD 849 k | Vender |
6,829
-82
| -1% | -USD 10.1 k | 0.01% | 566 |
|
|
2016
Q1 | USD 820 k | Comprar |
+6,911
| Nuevas | +USD 796 k | 0.01% | 561 |
|
|
2015
Q4 | – | Vender |
-284
| Cerradas | -USD 31 k | – | 4600 |
|
|
2015
Q3 | USD 31 k | Comprar |
+284
| Nuevas | +USD 33.7 k | ﹤0.01% | 2406 |
|
|
2015
Q2 | – | Vender |
-321
| Cerradas | -USD 41 k | – | 3042 |
|
|
2015
Q1 | USD 41 k | Comprar |
321
+37
| +13% | +USD 4.54 k | ﹤0.01% | 2170 |
|
|
2014
Q4 | USD 34 k | Comprar |
284
+37
| +15% | +USD 4.14 k | ﹤0.01% | 2263 |
|
|
2014
Q3 | USD 27 k | Mantener |
247
| – | – | ﹤0.01% | 2335 |
|
|
2014
Q2 | USD 28 k | Vender |
247
-26
| -10% | -USD 2.92 k | ﹤0.01% | 2288 |
|
|
2014
Q1 | USD 32 k | Vender |
273
-378
| -58% | -USD 43 k | ﹤0.01% | 2103 |
|
|
2013
Q4 | USD 77 k | Comprar |
651
+65
| +11% | +USD 7.68 k | ﹤0.01% | 1345 |
|
|
2013
Q3 | USD 67 k | Mantener |
586
| – | – | ﹤0.01% | 1349 |
|
|
2013
Q2 | USD 63 k | Comprar |
+586
| Nuevas | +USD 62.1 k | ﹤0.01% | 1256 |
|
Otros fondos que tienen WTW en su cartera
Posición de Creative Planning en WTW: resumen de T2 2026
Creative Planning aumentó su participación en Willis Towers Watson (WTW) en 24% durante T2 2026, al comprar aproximadamente USD 1.24 M y elevar la posición a 23,969 acciones con un valor de USD 6.26 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1226.
Creative Planning reportó por primera vez una posición en WTW en T2 2013 y la ha mantenido durante 51 trimestres desde entonces. Al cierre de T2 2026, 694 fondos que sigue Wall St. Rank mantienen una posición en WTW.
- Al cierre de T2 2026, Creative Planning tenía 23,969 acciones de Willis Towers Watson con un valor de USD 6.26 M.
- Creative Planning compró 4,651 acciones de Willis Towers Watson en T2 2026, por un monto estimado de USD 1.24 M.
- Willis Towers Watson representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1226.
- Creative Planning reportó por primera vez una posición en Willis Towers Watson en T2 2013 y la ha mantenido durante 51 trimestres desde entonces.
- Al cierre de T2 2026, 694 fondos que sigue Wall St. Rank tenían Willis Towers Watson en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.