BFEC
WTW icon

Benjamin F. Edwards & Company’s Willis Towers Watson WTW Stock Holding History

Benjamin F. Edwards & Company’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 		$339K Buy
1,296
+12
+0.9% +$3.1K 0.01% 788
2024
Q1 		$353K Buy
1,284
+203
+19% +$53.4K 0.01% 744
2023
Q4 		$261K Buy
1,081
+1,079
+53,950% +$249K 0.01% 788
2023
Q3 		$0 Sell
2
-2
-50% -$427 ﹤0.01% 1842
2023
Q2 		$1K Buy
+4
New +$922 ﹤0.01% 1740
2020
Q2 		– Sell
-29
Closed -$5K – 1813
2020
Q1 		$5K Sell
29
-4
-12% -$786 ﹤0.01% 1444
2019
Q4 		$7K Hold
33
– – ﹤0.01% 1533
2019
Q3 		$6K Hold
33
– – ﹤0.01% 1553
2019
Q2 		$6K Buy
33
+28
+560% +$5.07K ﹤0.01% 1578
2019
Q1 		$1K Buy
+5
New +$830 ﹤0.01% 1667
2018
Q1 		– Sell
-23
Closed -$3K – 1689
2017
Q4 		$3K Hold
23
– – ﹤0.01% 1453
2017
Q3 		$4K Hold
23
– – ﹤0.01% 1367
2017
Q2 		$3K Hold
23
– – ﹤0.01% 1339
2017
Q1 		$3K Buy
+23
New +$2.92K ﹤0.01% 1252

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 $3.37T AUM 44.26% 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

Benjamin F. Edwards & Company's WTW Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Willis Towers Watson (WTW) stake by 0.93% in Q2 2024, buying an estimated $3.1K and bringing the position to 1,296 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #788.

Benjamin F. Edwards & Company first reported a position in WTW in Q1 2017 and has held it in 14 quarters since. The position peaked at $353K in Q1 2024. 651 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Benjamin F. Edwards & Company held 1,296 shares of Willis Towers Watson worth $339K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 12 Willis Towers Watson shares in Q2 2024, an estimated $3.1K.
  • Willis Towers Watson made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #788 holding.
  • Benjamin F. Edwards & Company first reported a position in Willis Towers Watson in Q1 2017 and has held it in 14 quarters since.
  • Benjamin F. Edwards & Company's Willis Towers Watson position peaked at $353K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.