Berman Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Berman Capital 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
2021 Q3	$112K	Buy	485 +167	+53%	+$37.2K	0.02%	407
2021 Q2	$73K	Buy	318 +66	+26%	+$16.4K	0.01%	456
2021 Q1	$57K	Buy	252 +52	+26%	+$11.3K	0.01%	437
2020 Q4	$42K	Buy	200 +4	+2%	+$824	0.01%	456
2020 Q3	$40K	Sell	196 -8	-4%	-$1.63K	0.01%	406
2020 Q2	$39K	Sell	204 -30	-13%	-$5.74K	0.01%	385
2020 Q1	$39K	Buy	234 +46	+24%	+$9.04K	0.01%	340
2019 Q4	$37K	Buy	188 +7	+4%	+$1.34K	0.01%	384
2019 Q3	$34K	Sell	181 -8	-4%	-$1.56K	0.01%	376
2019 Q2	$36K	Sell	189 -8	-4%	-$1.45K	0.01%	371
2019 Q1	$34K	Buy	197 +42	+27%	+$6.97K	0.01%	346
2018 Q4	$23K	Buy	+155	New	+$23.2K	0.01%	365

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Berman Capital Advisors's WTW Position: Q3 2021 in Review

Berman Capital Advisors increased its Willis Towers Watson (WTW) stake by 53% in Q3 2021, buying an estimated $37.2K and bringing the position to 485 shares worth $112K. The position accounts for 0.02% of the portfolio, ranked #407.

Berman Capital Advisors first reported a position in WTW in Q4 2018 and has held it in 12 quarters since. 563 funds tracked by Wall St. Rank hold WTW as of Q3 2021.

Berman Capital Advisors held 485 shares of Willis Towers Watson worth $112K as of Q3 2021.
Berman Capital Advisors bought 167 Willis Towers Watson shares in Q3 2021, an estimated $37.2K.
Willis Towers Watson made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #407 holding.
Berman Capital Advisors first reported a position in Willis Towers Watson in Q4 2018 and has held it in 12 quarters since.
563 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.