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Buckingham Strategic Wealth’s Willis Towers Watson WTW Stock Holding History

Buckingham Strategic Wealth’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 		$423K Buy
1,613
+6
+0.4% +$1.55K ﹤0.01% 508
2024
Q1 		$442K Buy
1,607
+54
+3% +$14.2K ﹤0.01% 497
2023
Q4 		$375K Buy
1,553
+45
+3% +$10.4K ﹤0.01% 512
2023
Q3 		$315K Buy
1,508
+593
+65% +$127K ﹤0.01% 517
2023
Q2 		$215K Sell
915
-290
-24% -$66.8K ﹤0.01% 619
2023
Q1 		$295K Hold
1,205
– – 0.01% 485
2022
Q4 		$295K Buy
1,205
+1
+0.1% +$228 0.01% 487
2022
Q3 		$242K Hold
1,204
– – ﹤0.01% 512
2022
Q2 		$238K Sell
1,204
-5
-0.4% -$1.07K ﹤0.01% 519
2022
Q1 		$286K Buy
1,209
+5
+0.4% +$1.15K 0.01% 484
2021
Q4 		$286K Sell
1,204
-8
-0.7% -$1.89K 0.01% 487
2021
Q3 		$282K Hold
1,212
– – 0.01% 477
2021
Q2 		$279K Sell
1,212
-300
-20% -$74.6K 0.01% 476
2021
Q1 		$346K Hold
1,512
– – 0.02% 405
2020
Q4 		$319K Sell
1,512
-75
-5% -$15.4K 0.02% 409
2020
Q3 		$331K Buy
1,587
+16
+1% +$3.27K 0.03% 346
2020
Q2 		$309K Sell
1,571
-8
-0.5% -$1.53K 0.03% 305
2020
Q1 		$268K Buy
1,579
+26
+2% +$5.11K 0.03% 363
2019
Q4 		$314K Hold
1,553
– – 0.03% 349
2019
Q3 		$300K Hold
1,553
– – 0.03% 327
2019
Q2 		$297K Buy
+1,553
New +$281K 0.03% 345
2017
Q4 		– Sell
-1,577
Closed -$243K – 328
2017
Q3 		$243K Sell
1,577
-136
-8% -$20.3K 0.06% 249
2017
Q2 		$249K Sell
1,713
-312
-15% -$43.6K 0.06% 244
2017
Q1 		$265K Sell
2,025
-404
-17% -$51.4K 0.08% 200
2016
Q4 		$297K Buy
2,429
+404
+20% +$50.4K 0.1% 168
2016
Q3 		$269K Sell
2,025
-7
-0.3% -$871 0.09% 169
2016
Q2 		$253K Sell
2,032
-1,646
-45% -$203K 0.09% 180
2016
Q1 		$436K Buy
+3,678
New +$423K 0.14% 117

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

Buckingham Strategic Wealth's WTW Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Willis Towers Watson (WTW) stake by 0.37% in Q2 2024, buying an estimated $1.55K and bringing the position to 1,613 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Buckingham Strategic Wealth first reported a position in WTW in Q1 2016 and has held it in 28 quarters since. The position peaked at $442K in Q1 2024. 651 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Buckingham Strategic Wealth held 1,613 shares of Willis Towers Watson worth $423K as of Q2 2024.
  • Buckingham Strategic Wealth bought 6 Willis Towers Watson shares in Q2 2024, an estimated $1.55K.
  • Willis Towers Watson made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #508 holding.
  • Buckingham Strategic Wealth first reported a position in Willis Towers Watson in Q1 2016 and has held it in 28 quarters since.
  • Buckingham Strategic Wealth's Willis Towers Watson position peaked at $442K in Q1 2024.
  • 651 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.