Brewin Dolphin Wealth Management’s Willis Towers Watson WTW Stock Holding History

Brewin Dolphin 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
2022 Q2	$239K	Buy	1,100 +550	+100%	+$118K	0.03%	116
2022 Q1	$130K	Sell	550 -70	-11%	-$16K	0.01%	146
2021 Q4	$147K	Hold	620	–	–	0.02%	147
2021 Q3	$144K	Hold	620	–	–	0.02%	145
2021 Q2	$143K	Hold	620	–	–	0.02%	145
2021 Q1	$142K	Hold	620	–	–	0.02%	127
2020 Q4	$131K	Buy	620 +360	+138%	+$74.1K	0.02%	122
2020 Q3	$54.3K	Buy	260 +60	+30%	+$12.3K	0.01%	154
2020 Q2	$39.4K	Buy	+200	New	+$38.3K	0.01%	168

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

EIG

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Brewin Dolphin Wealth Management's WTW Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Willis Towers Watson (WTW) stake by 100% in Q2 2022, buying an estimated $118K and bringing the position to 1,100 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #116.

Brewin Dolphin Wealth Management first reported a position in WTW in Q2 2020 and has held it in 9 quarters since. 574 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

Brewin Dolphin Wealth Management held 1,100 shares of Willis Towers Watson worth $239K as of Q2 2022.
Brewin Dolphin Wealth Management bought 550 Willis Towers Watson shares in Q2 2022, an estimated $118K.
Willis Towers Watson made up 0.03% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #116 holding.
Brewin Dolphin Wealth Management first reported a position in Willis Towers Watson in Q2 2020 and has held it in 9 quarters since.
574 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.