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Ashton Thomas Private Wealth’s Willis Towers Watson WTW Stock Holding History

Ashton Thomas Private Wealth’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 		– Sell
-9
Closed -$2.36K – 1864
2024
Q2 		$2.36K Buy
+9
New +$2.32K ﹤0.01% 1723

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Ashton Thomas Private Wealth's WTW Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 9 shares — an estimated $2.36K sold.

Ashton Thomas Private Wealth first reported a position in WTW in Q2 2024 and held it in 1 quarter. The position peaked at $2.36K in Q2 2024. 669 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 9 Willis Towers Watson shares in Q3 2024, an estimated $2.36K.
  • Ashton Thomas Private Wealth first reported a position in Willis Towers Watson in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Willis Towers Watson position peaked at $2.36K in Q2 2024.
  • 669 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.