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American Portfolios Advisors’s Willis Towers Watson WTW Stock Holding History

American Portfolios Advisors’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 		$1.81K Hold
9
– – ﹤0.01% 3158
2022
Q2 		$1.78K Sell
9
-3
-25% -$643 ﹤0.01% 3164
2022
Q1 		$2.83K Buy
12
+5
+71% +$1.15K ﹤0.01% 3130
2021
Q4 		$1.66K Sell
7
-2
-22% -$473 ﹤0.01% 3220
2021
Q3 		$2.09K Buy
9
+2
+29% +$445 ﹤0.01% 3148
2021
Q2 		$1.61K Sell
7
-70
-91% -$17.4K ﹤0.01% 3183
2021
Q1 		$17.6K Buy
77
+27
+54% +$5.88K ﹤0.01% 2130
2020
Q4 		$10.5K Sell
50
-2,398
-98% -$494K ﹤0.01% 2086
2020
Q3 		$511K Buy
2,448
+12
+0.5% +$2.45K 0.03% 478
2020
Q2 		$480K Sell
2,436
-48
-2% -$9.19K 0.03% 449
2020
Q1 		$422K Buy
2,484
+325
+15% +$63.9K 0.04% 407
2019
Q4 		$436K Buy
2,159
+2,003
+1,284% +$384K 0.03% 470
2019
Q3 		$30.2K Sell
156
-26
-14% -$5.08K ﹤0.01% 1493
2019
Q2 		$34.9K Sell
182
-301
-62% -$54.5K ﹤0.01% 1425
2019
Q1 		$84.8K Buy
483
+377
+356% +$62.6K 0.01% 962
2018
Q4 		$16.1K Sell
106
-114
-52% -$17.1K ﹤0.01% 1452
2018
Q3 		$31K Buy
220
+120
+120% +$18.1K ﹤0.01% 1315
2018
Q2 		$15.2K Hold
100
– – ﹤0.01% 1561
2018
Q1 		$15.2K Hold
100
– – ﹤0.01% 1481
2017
Q4 		$15.1K Buy
+100
New +$15.8K ﹤0.01% 1429

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

American Portfolios Advisors's WTW Position: Q3 2022 in Review

American Portfolios Advisors held its Willis Towers Watson (WTW) position steady in Q3 2022 at 9 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #3158.

American Portfolios Advisors first reported a position in WTW in Q4 2017 and has held it in 20 quarters since. The position peaked at $511K in Q3 2020. 564 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

  • American Portfolios Advisors held 9 shares of Willis Towers Watson worth $1.81K as of Q3 2022.
  • American Portfolios Advisors left its Willis Towers Watson share count unchanged in Q3 2022.
  • Willis Towers Watson made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3158 holding.
  • American Portfolios Advisors first reported a position in Willis Towers Watson in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Willis Towers Watson position peaked at $511K in Q3 2020.
  • 564 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.