BDO Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

BDO 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
2020 Q4	–	Sell	-9	Closed	-$2K	–	1004
2020 Q3	$2K	Buy	+9	New	+$1.84K	﹤0.01%	722

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BDO Wealth Advisors's WTW Position: Q4 2020 in Review

BDO Wealth Advisors sold out of Willis Towers Watson (WTW) in Q4 2020, closing a stake of 9 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in WTW in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 544 funds tracked by Wall St. Rank hold WTW as of Q4 2020.

BDO Wealth Advisors reported no remaining Willis Towers Watson position as of Q4 2020 after selling out during the quarter.
BDO Wealth Advisors sold 9 Willis Towers Watson shares in Q4 2020, an estimated $2K.
BDO Wealth Advisors first reported a position in Willis Towers Watson in Q3 2020 and held it in 1 quarter.
BDO Wealth Advisors's Willis Towers Watson position peaked at $2K in Q3 2020.
544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.