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BKM Wealth Management’s Willis Towers Watson WTW Stock Holding History

BKM 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
Q1 		– Sell
-19
Closed -$4.58K – 569
2023
Q4 		$4.58K Buy
+19
New +$4.39K ﹤0.01% 520

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BKM Wealth Management's WTW Position: Q1 2024 in Review

BKM Wealth Management sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 19 shares — an estimated $4.58K sold.

BKM Wealth Management first reported a position in WTW in Q4 2023 and held it in 1 quarter. The position peaked at $4.58K in Q4 2023. 662 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

  • BKM Wealth Management reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 19 Willis Towers Watson shares in Q1 2024, an estimated $4.58K.
  • BKM Wealth Management first reported a position in Willis Towers Watson in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Willis Towers Watson position peaked at $4.58K in Q4 2023.
  • 662 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.