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Beaird Harris Wealth Management’s Willis Towers Watson WTW Stock Holding History

Beaird Harris 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
2024
Q2 		– Sell
-8
Closed -$2.2K – 799
2024
Q1 		$2.2K Sell
8
-24
-75% -$6.31K ﹤0.01% 458
2023
Q4 		$7.72K Buy
+32
New +$7.4K ﹤0.01% 348
2023
Q1 		– Sell
-13
Closed -$3.18K – 755
2022
Q4 		$3.18K Buy
+13
New +$2.97K ﹤0.01% 500
2022
Q2 		– Sell
-12
Closed -$3K – 627
2022
Q1 		$3K Buy
+12
New +$2.75K ﹤0.01% 505

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 $3.38T AUM 44.17% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beaird Harris Wealth Management's WTW Position: Q2 2024 in Review

Beaird Harris Wealth Management sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 8 shares — an estimated $2.2K sold.

Beaird Harris Wealth Management first reported a position in WTW in Q1 2022 and held it in 4 quarters. The position peaked at $7.72K in Q4 2023. 651 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Beaird Harris Wealth Management reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 8 Willis Towers Watson shares in Q2 2024, an estimated $2.2K.
  • Beaird Harris Wealth Management first reported a position in Willis Towers Watson in Q1 2022 and held it in 4 quarters.
  • Beaird Harris Wealth Management's Willis Towers Watson position peaked at $7.72K in Q4 2023.
  • 651 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2024, filed 15 Aug 2024.