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Atlas Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Atlas Capital 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
Q3 		– Sell
-20
Closed -$4.75K – 1017
2022
Q2 		$4.75K Hold
20
– – ﹤0.01% 851
2022
Q1 		$4.47K Sell
20
-9
-31% -$2.06K ﹤0.01% 805
2021
Q4 		$6.89K Hold
29
– – ﹤0.01% 772
2021
Q3 		$6.74K Buy
29
+20
+222% +$4.45K ﹤0.01% 776
2021
Q2 		$2.07K Buy
+9
New +$2.24K ﹤0.01% 875
2020
Q3 		– Sell
-178
Closed -$35.1K – 601
2020
Q2 		$35.1K Sell
178
-29
-14% -$5.55K 0.01% 506
2020
Q1 		$35.2K Sell
207
-1,320
-86% -$260K 0.01% 472
2019
Q4 		$308K Sell
1,527
-377
-20% -$72.2K 0.08% 260
2019
Q3 		$367K Buy
+1,904
New +$372K 0.11% 229

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Artisan Partners
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Massachusetts Financial Services
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return