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Avantax Planning Partners’s Willis Towers Watson WTW Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-20
Closed -$3K – 1204
2018
Q3 		$3K Buy
+20
New +$3.02K ﹤0.01% 1283

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Invesco
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Avantax Planning Partners's WTW Position: Q4 2018 in Review

Avantax Planning Partners sold out of Willis Towers Watson (WTW) in Q4 2018, closing a stake of 20 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in WTW in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 420 funds tracked by Wall St. Rank hold WTW as of Q4 2018.

  • Avantax Planning Partners reported no remaining Willis Towers Watson position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 20 Willis Towers Watson shares in Q4 2018, an estimated $3K.
  • Avantax Planning Partners first reported a position in Willis Towers Watson in Q3 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Willis Towers Watson position peaked at $3K in Q3 2018.
  • 420 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.