Advisory Alpha’s Willis Towers Watson WTW Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-27	Closed	-$6K	–	661
2020 Q3	$6K	Buy	+27	New	+$5.51K	﹤0.01%	503
2020 Q2	–	Sell	-27	Closed	-$4.78K	–	626
2020 Q1	$4.78K	Hold	27	–	–	﹤0.01%	491
2019 Q4	$5.54K	Sell	27 -9	-25%	-$1.73K	﹤0.01%	562
2019 Q3	$6.7K	Buy	+36	New	+$7.03K	﹤0.01%	499
2019 Q2	–	Sell	-3	Closed	-$525	–	652
2019 Q1	$525	Buy	+3	New	+$498	﹤0.01%	660

Other funds holding WTW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisory Alpha's WTW Position: Q4 2020 in Review

Advisory Alpha sold out of Willis Towers Watson (WTW) in Q4 2020, closing a stake of 27 shares — an estimated $6K sold.

Advisory Alpha first reported a position in WTW in Q1 2019 and held it in 5 quarters. The position peaked at $6.7K in Q3 2019. 544 funds tracked by Wall St. Rank hold WTW as of Q4 2020.

Advisory Alpha reported no remaining Willis Towers Watson position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 27 Willis Towers Watson shares in Q4 2020, an estimated $6K.
Advisory Alpha first reported a position in Willis Towers Watson in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Willis Towers Watson position peaked at $6.7K in Q3 2019.
544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.