ACG Wealth’s Willis Towers Watson WTW Stock Holding History

ACG Wealth’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
2022 Q3	–	Sell	-50	Closed	-$10K	–	1022
2022 Q2	$10K	Buy	+50	New	+$10.7K	﹤0.01%	701

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

ACG Wealth's WTW Position: Q3 2022 in Review

ACG Wealth sold out of Willis Towers Watson (WTW) in Q3 2022, closing a stake of 50 shares — an estimated $10K sold.

ACG Wealth first reported a position in WTW in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 564 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

ACG Wealth reported no remaining Willis Towers Watson position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 50 Willis Towers Watson shares in Q3 2022, an estimated $10K.
ACG Wealth first reported a position in Willis Towers Watson in Q2 2022 and held it in 1 quarter.
ACG Wealth's Willis Towers Watson position peaked at $10K in Q2 2022.
564 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.