AWM
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Avior Wealth Management’s Willis Towers Watson WTW Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-23
Closed -$7.2K – 2360
2024
Q4 		$7.2K Buy
23
+3
+15% +$920 ﹤0.01% 1734
2024
Q3 		$5.89K Sell
20
-1
-5% -$280 ﹤0.01% 1723
2024
Q2 		$5.5K Sell
21
-9
-30% -$2.32K ﹤0.01% 1695
2024
Q1 		$8.25K Buy
30
+27
+900% +$7.1K ﹤0.01% 1930
2023
Q4 		$723 Hold
3
– – ﹤0.01% 1400
2023
Q3 		$626 Hold
3
– – ﹤0.01% 1476
2023
Q2 		$706 Hold
3
– – ﹤0.01% 1435
2023
Q1 		$697 Hold
3
– – ﹤0.01% 1494
2022
Q4 		$733 Hold
3
– – ﹤0.01% 1146
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1306
2022
Q2 		$0 Buy
+3
New +$643 ﹤0.01% 1242
2020
Q4 		– Sell
-1,152
Closed -$240K – 1093
2020
Q3 		$240K Sell
1,152
-274
-19% -$55.9K 0.03% 357
2020
Q2 		$280K Sell
1,426
-64
-4% -$12.3K 0.04% 339
2020
Q1 		$253K Buy
1,490
+319
+27% +$62.7K 0.05% 303
2019
Q4 		$236K Buy
+1,171
New +$224K 0.04% 354
2019
Q3 		– Sell
-6
Closed -$1K – 881
2019
Q2 		$1K Buy
+6
New +$1.09K ﹤0.01% 820
2019
Q1 		– Sell
-1,397
Closed -$212K – 728
2018
Q4 		$212K Sell
1,397
-81
-5% -$12.1K 0.05% 299
2018
Q3 		$208K Buy
1,478
+196
+15% +$29.6K 0.04% 330
2018
Q2 		$194K Sell
1,282
-107
-8% -$16.3K 0.04% 334
2018
Q1 		$211K Sell
1,389
-94
-6% -$14.8K 0.05% 297
2017
Q4 		$223K Buy
+1,483
New +$234K 0.05% 303

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avior Wealth Management's WTW Position: Q1 2025 in Review

Avior Wealth Management sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 23 shares — an estimated $7.2K sold.

Avior Wealth Management first reported a position in WTW in Q4 2017 and held it in 21 quarters. The position peaked at $280K in Q2 2020. 759 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Avior Wealth Management reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 23 Willis Towers Watson shares in Q1 2025, an estimated $7.2K.
  • Avior Wealth Management first reported a position in Willis Towers Watson in Q4 2017 and held it in 21 quarters.
  • Avior Wealth Management's Willis Towers Watson position peaked at $280K in Q2 2020.
  • 759 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.