BRWA
WTW icon

B. Riley Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

B. Riley Wealth 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
2023
Q2 		– Sell
-1,078
Closed -$251K – 1654
2023
Q1 		$251K Sell
1,078
-241
-18% -$58.3K 0.01% 1161
2022
Q4 		$324K Buy
+1,319
New +$301K 0.01% 1009
2015
Q1 		– Sell
-492
Closed -$58K – 2001
2014
Q4 		$58K Buy
+492
New +$55K ﹤0.01% 2015

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors's WTW Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Willis Towers Watson (WTW) in Q2 2023, closing a stake of 1,078 shares — an estimated $251K sold.

B. Riley Wealth Advisors first reported a position in WTW in Q4 2014 and held it in 3 quarters. The position peaked at $324K in Q4 2022. 580 funds tracked by Wall St. Rank hold WTW as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Willis Towers Watson position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,078 Willis Towers Watson shares in Q2 2023, an estimated $251K.
  • B. Riley Wealth Advisors first reported a position in Willis Towers Watson in Q4 2014 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Willis Towers Watson position peaked at $324K in Q4 2022.
  • 580 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.