AWC
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Abundance Wealth Counselors’s Willis Towers Watson WTW Stock Holding History

Abundance Wealth Counselors’s Portfolio WTW Stock Details WTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10
Closed -$2K – 340
2021
Q1 		$2K Buy
+10
New +$2.18K ﹤0.01% 339

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Citigroup
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FCM
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Abundance Wealth Counselors's WTW Position: Q2 2021 in Review

Abundance Wealth Counselors sold out of Willis Towers Watson (WTW) in Q2 2021, closing a stake of 10 shares — an estimated $2K sold.

Abundance Wealth Counselors first reported a position in WTW in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 549 funds tracked by Wall St. Rank hold WTW as of Q2 2021.

  • Abundance Wealth Counselors reported no remaining Willis Towers Watson position as of Q2 2021 after selling out during the quarter.
  • Abundance Wealth Counselors sold 10 Willis Towers Watson shares in Q2 2021, an estimated $2K.
  • Abundance Wealth Counselors first reported a position in Willis Towers Watson in Q1 2021 and held it in 1 quarter.
  • Abundance Wealth Counselors's Willis Towers Watson position peaked at $2K in Q1 2021.
  • 549 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2021.

Based on Abundance Wealth Counselors's 13F filing for Q2 2021, filed 21 Jul 2021.