Annapolis Financial Services’s Willis Towers Watson WTW Stock Holding History

Annapolis Financial Services’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 Q3	$348	Buy	+1	New	+$280	﹤0.01%	420
2023 Q4	–	Sell	-41	Closed	-$8.57K	–	506
2023 Q3	$8.57K	Hold	41	–	–	﹤0.01%	358
2023 Q2	$9.66K	Hold	41	–	–	﹤0.01%	346
2023 Q1	$9.53K	Hold	41	–	–	﹤0.01%	323
2022 Q4	$10K	Hold	41	–	–	﹤0.01%	310
2022 Q3	$8K	Hold	41	–	–	﹤0.01%	363
2022 Q2	$8K	Hold	41	–	–	﹤0.01%	308
2022 Q1	$10K	Hold	41	–	–	﹤0.01%	304
2021 Q4	$10K	Hold	41	–	–	﹤0.01%	312
2021 Q3	$10K	Hold	41	–	–	﹤0.01%	295
2021 Q2	$9K	Hold	41	–	–	﹤0.01%	277
2021 Q1	$9K	Hold	41	–	–	﹤0.01%	267
2020 Q4	$9K	Buy	+41	New	+$8.44K	﹤0.01%	262

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Annapolis Financial Services's WTW Position: Q3 2024 in Review

Annapolis Financial Services opened a new position in Willis Towers Watson (WTW) in Q3 2024: 1 share worth $348. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Annapolis Financial Services previously reported a position in WTW as recently as Q3 2023.

Annapolis Financial Services first reported a position in WTW in Q4 2020 and has held it in 13 quarters since. The position peaked at $10K in Q4 2022. 669 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

Annapolis Financial Services held 1 share of Willis Towers Watson worth $348 as of Q3 2024.
Willis Towers Watson was a new Annapolis Financial Services position in Q3 2024.
Willis Towers Watson made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #420 holding.
Annapolis Financial Services first reported a position in Willis Towers Watson in Q4 2020 and has held it in 13 quarters since.
Annapolis Financial Services's Willis Towers Watson position peaked at $10K in Q4 2022.
669 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.