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Avitas Wealth Management’s Willis Towers Watson WTW Stock Holding History

Avitas 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
2020
Q2 		– Sell
-8,399
Closed -$1.43M – 184
2020
Q1 		$1.43M Sell
8,399
-4,424
-35% -$870K 0.65% 60
2019
Q4 		$2.59M Buy
12,823
+43
+0.3% +$8.24K 0.66% 69
2019
Q3 		$2.47M Buy
12,780
+174
+1% +$34K 0.68% 66
2019
Q2 		$2.42M Sell
12,606
-4,314
-25% -$781K 0.67% 68
2019
Q1 		$2.97M Buy
16,920
+157
+0.9% +$26.1K 0.86% 47
2018
Q4 		$2.55M Buy
+16,763
New +$2.51M 0.84% 55

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avitas Wealth Management's WTW Position: Q2 2020 in Review

Avitas Wealth Management sold out of Willis Towers Watson (WTW) in Q2 2020, closing a stake of 8,399 shares — an estimated $1.43M sold.

Avitas Wealth Management first reported a position in WTW in Q4 2018 and held it in 6 quarters. The position peaked at $2.97M in Q1 2019. 503 funds tracked by Wall St. Rank hold WTW as of Q2 2020.

  • Avitas Wealth Management reported no remaining Willis Towers Watson position as of Q2 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 8,399 Willis Towers Watson shares in Q2 2020, an estimated $1.43M.
  • Avitas Wealth Management first reported a position in Willis Towers Watson in Q4 2018 and held it in 6 quarters.
  • Avitas Wealth Management's Willis Towers Watson position peaked at $2.97M in Q1 2019.
  • 503 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2020.

Based on Avitas Wealth Management's 13F filing for Q2 2020, filed 30 Jul 2020.