AWM
WTW icon

Accurate Wealth Management’s Willis Towers Watson WTW Stock Holding History

Accurate Wealth 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
2023
Q3 		– Sell
-9,317
Closed -$2.14M – 303
2023
Q2 		$2.14M Buy
9,317
+2,220
+31% +$512K 0.67% 38
2023
Q1 		$1.67M Buy
7,097
+6,960
+5,080% +$1.68M 0.57% 45
2022
Q4 		$34.7K Buy
+137
New +$31.3K 0.01% 539

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Accurate Wealth Management's WTW Position: Q3 2023 in Review

Accurate Wealth Management sold out of Willis Towers Watson (WTW) in Q3 2023, closing a stake of 9,317 shares — an estimated $2.14M sold.

Accurate Wealth Management first reported a position in WTW in Q4 2022 and held it in 3 quarters. The position peaked at $2.14M in Q2 2023. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

  • Accurate Wealth Management reported no remaining Willis Towers Watson position as of Q3 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 9,317 Willis Towers Watson shares in Q3 2023, an estimated $2.14M.
  • Accurate Wealth Management first reported a position in Willis Towers Watson in Q4 2022 and held it in 3 quarters.
  • Accurate Wealth Management's Willis Towers Watson position peaked at $2.14M in Q2 2023.
  • 559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Accurate Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.