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	–	–	1757
2020 Q4	$0	Sell	1 -1	-50%	-$206	﹤0.01%	1494
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

Other funds holding WTW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arkadios Wealth Advisors's WTW Position: Q1 2021 in Review

Arkadios Wealth Advisors sold out of Willis Towers Watson (WTW) in Q1 2021, closing a stake of 1 share.

Arkadios Wealth Advisors first reported a position in WTW in Q4 2019 and held it in 5 quarters. The position peaked at $1.92K in Q4 2019. 544 funds tracked by Wall St. Rank hold WTW as of Q1 2021.

Arkadios Wealth Advisors reported no remaining Willis Towers Watson position as of Q1 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1 Willis Towers Watson share in Q1 2021.
Arkadios Wealth Advisors first reported a position in Willis Towers Watson in Q4 2019 and held it in 5 quarters.
Arkadios Wealth Advisors's Willis Towers Watson position peaked at $1.92K in Q4 2019.
544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.