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Amplius Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-93
Closed -$22K – 926
2021
Q4 		$22K Buy
+93
New +$22K ﹤0.01% 455

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Amplius Wealth Advisors's WTW Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Willis Towers Watson (WTW) in Q1 2022, closing a stake of 93 shares — an estimated $22K sold.

Amplius Wealth Advisors first reported a position in WTW in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 549 funds tracked by Wall St. Rank hold WTW as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Willis Towers Watson position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 93 Willis Towers Watson shares in Q1 2022, an estimated $22K.
  • Amplius Wealth Advisors first reported a position in Willis Towers Watson in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Willis Towers Watson position peaked at $22K in Q4 2021.
  • 549 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.