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Belpointe Asset Management’s Willis Towers Watson WTW Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-15
Closed -$3.5K – 3399
2023
Q1 		$3.5K Sell
15
-100
-87% -$24.2K ﹤0.01% 3140
2022
Q4 		$28.1K Buy
+115
New +$26.3K ﹤0.01% 1952

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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 $3.38T AUM 44.17% 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

Belpointe Asset Management's WTW Position: Q2 2023 in Review

Belpointe Asset Management sold out of Willis Towers Watson (WTW) in Q2 2023, closing a stake of 15 shares — an estimated $3.5K sold.

Belpointe Asset Management first reported a position in WTW in Q4 2022 and held it in 2 quarters. The position peaked at $28.1K in Q4 2022. 580 funds tracked by Wall St. Rank hold WTW as of Q2 2023.

  • Belpointe Asset Management reported no remaining Willis Towers Watson position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 15 Willis Towers Watson shares in Q2 2023, an estimated $3.5K.
  • Belpointe Asset Management first reported a position in Willis Towers Watson in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Willis Towers Watson position peaked at $28.1K in Q4 2022.
  • 580 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.