AWA
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Arkadios Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Arkadios 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
2021
Q1 		– Sell
-1
Closed – – 1765
2020
Q4 		$0 Sell
1
-1
-50% -$206 ﹤0.01% 1499
2020
Q3 		$433 Hold
2
– – ﹤0.01% 983
2020
Q2 		$407 Sell
2
-5
-71% -$957 ﹤0.01% 916
2020
Q1 		$1.19K Sell
7
-2
-22% -$393 ﹤0.01% 959
2019
Q4 		$1.92K Buy
+9
New +$1.73K ﹤0.01% 826

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State Street
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LP
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FCM
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Massachusetts Financial Services
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Citigroup
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Norges Bank
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BG
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return