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Access Investment Management’s Willis Towers Watson WTW Stock Holding History

Access Investment Management’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
2024
Q3 		– Sell
-1,370
Closed -$359K – 112
2024
Q2 		$359K Buy
1,370
+30
+2% +$7.75K 0.12% 70
2024
Q1 		$369K Buy
1,340
+5
+0.4% +$1.31K 0.12% 72
2023
Q4 		$322K Buy
+1,335
New +$309K 0.12% 68

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Access Investment Management's WTW Position: Q3 2024 in Review

Access Investment Management sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 1,370 shares — an estimated $359K sold.

Access Investment Management first reported a position in WTW in Q4 2023 and held it in 3 quarters. The position peaked at $369K in Q1 2024. 669 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • Access Investment Management reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
  • Access Investment Management sold 1,370 Willis Towers Watson shares in Q3 2024, an estimated $359K.
  • Access Investment Management first reported a position in Willis Towers Watson in Q4 2023 and held it in 3 quarters.
  • Access Investment Management's Willis Towers Watson position peaked at $369K in Q1 2024.
  • 669 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Access Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.