ADIM
WTW icon

Alpha DNA Investment Management’s Willis Towers Watson WTW Stock Holding History

Alpha DNA 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
Q1 		– Sell
-3,378
Closed -$815K – 257
2023
Q4 		$815K Buy
+3,378
New +$781K 0.32% 63

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
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 $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alpha DNA Investment Management's WTW Position: Q1 2024 in Review

Alpha DNA Investment Management sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 3,378 shares — an estimated $815K sold.

Alpha DNA Investment Management first reported a position in WTW in Q4 2023 and held it in 1 quarter. The position peaked at $815K in Q4 2023. 664 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

  • Alpha DNA Investment Management reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
  • Alpha DNA Investment Management sold 3,378 Willis Towers Watson shares in Q1 2024, an estimated $815K.
  • Alpha DNA Investment Management first reported a position in Willis Towers Watson in Q4 2023 and held it in 1 quarter.
  • Alpha DNA Investment Management's Willis Towers Watson position peaked at $815K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on Alpha DNA Investment Management's 13F filing for Q1 2024, filed 15 May 2024.