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Advisor Partners’s Willis Towers Watson WTW Stock Holding History

Advisor Partners’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
Q2 		$454K Sell
2,299
-29
-1% -$6.22K 0.03% 507
2022
Q1 		$550K Sell
2,328
-97
-4% -$22.2K 0.03% 481
2021
Q4 		$576K Buy
2,425
+97
+4% +$23K 0.03% 477
2021
Q3 		$541K Sell
2,328
-347
-13% -$77.2K 0.04% 467
2021
Q2 		$615K Sell
2,675
-64
-2% -$15.9K 0.04% 435
2021
Q1 		$627K Sell
2,739
-160
-6% -$34.9K 0.04% 412
2020
Q4 		$611K Sell
2,899
-81
-3% -$16.7K 0.05% 387
2020
Q3 		$622K Sell
2,980
-62
-2% -$12.7K 0.05% 325
2020
Q2 		$599K Sell
3,042
-461
-13% -$88.3K 0.06% 322
2020
Q1 		$595K Buy
3,503
+692
+25% +$136K 0.07% 249
2019
Q4 		$574K Buy
2,811
+27
+1% +$5.17K 0.06% 317
2019
Q3 		$537K Buy
2,784
+157
+6% +$30.7K 0.06% 318
2019
Q2 		$503K Buy
2,627
+54
+2% +$9.78K 0.06% 310
2019
Q1 		$452K Sell
2,573
-74
-3% -$12.3K 0.06% 322
2018
Q4 		$402K Buy
2,647
+1,227
+86% +$184K 0.06% 331
2018
Q3 		$200K Buy
1,420
+42
+3% +$6.35K 0.03% 604
2018
Q2 		$209K Buy
+1,378
New +$210K 0.04% 533
2018
Q1 		– Sell
-1,407
Closed -$217K – 607
2017
Q4 		$217K Buy
+1,407
New +$222K 0.04% 512

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor Partners's WTW Position: Q2 2022 in Review

Advisor Partners reduced its Willis Towers Watson (WTW) stake by 1.2% in Q2 2022, selling an estimated $6.22K and leaving 2,299 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #507.

Advisor Partners first reported a position in WTW in Q4 2017 and has held it in 18 quarters since. The position peaked at $627K in Q1 2021. 574 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

  • Advisor Partners held 2,299 shares of Willis Towers Watson worth $454K as of Q2 2022.
  • Advisor Partners sold 29 Willis Towers Watson shares in Q2 2022, an estimated $6.22K.
  • Willis Towers Watson made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #507 holding.
  • Advisor Partners first reported a position in Willis Towers Watson in Q4 2017 and has held it in 18 quarters since.
  • Advisor Partners's Willis Towers Watson position peaked at $627K in Q1 2021.
  • 574 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.