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Avestar Capital’s Willis Towers Watson WTW Stock Holding History

Avestar Capital’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
2023
Q3 		– Sell
-1,244
Closed -$293K – 387
2023
Q2 		$293K Sell
1,244
-12
-1% -$2.77K 0.05% 236
2023
Q1 		$293K Sell
1,256
-7
-0.6% -$1.69K 0.05% 238
2022
Q4 		$309K Sell
1,263
-106
-8% -$24.2K 0.06% 203
2022
Q3 		$275K Sell
1,369
-63
-4% -$13K 0.07% 204
2022
Q2 		$283K Buy
1,432
+247
+21% +$53K 0.07% 220
2022
Q1 		$281K Buy
1,185
+43
+4% +$9.85K 0.04% 327
2021
Q4 		$272K Buy
1,142
+129
+13% +$30.5K 0.03% 362
2021
Q3 		$235K Buy
+1,013
New +$225K 0.03% 396
2019
Q3 		– Sell
-3
Closed – – 852
2019
Q2 		$0 Hold
3
– – ﹤0.01% 987
2019
Q1 		$0 Hold
3
– – ﹤0.01% 990
2018
Q4 		$0 Hold
3
– – ﹤0.01% 1017
2018
Q3 		$0 Hold
3
– – ﹤0.01% 1019
2018
Q2 		$0 Buy
+3
New +$457 ﹤0.01% 1022

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Avestar Capital's WTW Position: Q3 2023 in Review

Avestar Capital sold out of Willis Towers Watson (WTW) in Q3 2023, closing a stake of 1,244 shares — an estimated $293K sold.

Avestar Capital first reported a position in WTW in Q2 2018 and held it in 13 quarters. The position peaked at $309K in Q4 2022. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

  • Avestar Capital reported no remaining Willis Towers Watson position as of Q3 2023 after selling out during the quarter.
  • Avestar Capital sold 1,244 Willis Towers Watson shares in Q3 2023, an estimated $293K.
  • Avestar Capital first reported a position in Willis Towers Watson in Q2 2018 and held it in 13 quarters.
  • Avestar Capital's Willis Towers Watson position peaked at $309K in Q4 2022.
  • 559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Avestar Capital's 13F filing for Q3 2023, filed 20 Oct 2023.