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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

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Atlas Capital Advisors's WTW Position: Q3 2022 in Review

Atlas Capital Advisors sold out of Willis Towers Watson (WTW) in Q3 2022, closing a stake of 20 shares — an estimated $4.75K sold.

Atlas Capital Advisors first reported a position in WTW in Q3 2019 and held it in 9 quarters. The position peaked at $367K in Q3 2019. 565 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

  • Atlas Capital Advisors reported no remaining Willis Towers Watson position as of Q3 2022 after selling out during the quarter.
  • Atlas Capital Advisors sold 20 Willis Towers Watson shares in Q3 2022, an estimated $4.75K.
  • Atlas Capital Advisors first reported a position in Willis Towers Watson in Q3 2019 and held it in 9 quarters.
  • Atlas Capital Advisors's Willis Towers Watson position peaked at $367K in Q3 2019.
  • 565 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Atlas Capital Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.