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Bartlett & Co’s Willis Towers Watson WTW Stock Holding History

Bartlett & Co’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
-9
Closed -$2K – 1191
2023
Q2 		$2K Hold
9
– – ﹤0.01% 1075
2023
Q1 		$2K Hold
9
– – ﹤0.01% 988
2022
Q4 		$2K Hold
9
– – ﹤0.01% 1025
2022
Q3 		$2K Hold
9
– – ﹤0.01% 1072
2022
Q2 		$2K Buy
+9
New +$1.93K ﹤0.01% 1194
2021
Q4 		– Sell
-17
Closed -$4K – 900
2021
Q3 		$4K Buy
+17
New +$3.78K ﹤0.01% 803

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Bartlett & Co's WTW Position: Q3 2023 in Review

Bartlett & Co sold out of Willis Towers Watson (WTW) in Q3 2023, closing a stake of 9 shares — an estimated $2K sold.

Bartlett & Co first reported a position in WTW in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 558 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

  • Bartlett & Co reported no remaining Willis Towers Watson position as of Q3 2023 after selling out during the quarter.
  • Bartlett & Co sold 9 Willis Towers Watson shares in Q3 2023, an estimated $2K.
  • Bartlett & Co first reported a position in Willis Towers Watson in Q3 2021 and held it in 6 quarters.
  • Bartlett & Co's Willis Towers Watson position peaked at $4K in Q3 2021.
  • 558 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Bartlett & Co's 13F filing for Q3 2023, filed 10 Oct 2023.