Cadence Bank’s Willis Towers Watson WTW Stock Holding History

Cadence Bank’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	–	Sell	-1,762	Closed	-$416K	–	199
2022 Q1	$416K	Hold	1,762	–	–	0.05%	146
2021 Q4	$418K	Hold	1,762	–	–	0.05%	151
2021 Q3	$410K	Hold	1,762	–	–	0.06%	145
2021 Q2	$405K	Hold	1,762	–	–	0.06%	144
2021 Q1	$403K	Hold	1,762	–	–	0.06%	147
2020 Q4	$371K	Hold	1,762	–	–	0.06%	163
2020 Q3	$368K	Hold	1,762	–	–	0.07%	144
2020 Q2	$347K	Hold	1,762	–	–	0.07%	149
2020 Q1	$299K	Hold	1,762	–	–	0.08%	141
2019 Q4	$356K	Hold	1,762	–	–	0.07%	154
2019 Q3	$340K	Hold	1,762	–	–	0.03%	173
2019 Q2	$337K	Hold	1,762	–	–	0.03%	172
2019 Q1	$309K	Sell	1,762 -4	-0.2%	-$664	0.03%	185
2018 Q4	$268K	Buy	1,766 +4	+0.2%	+$599	0.03%	193
2018 Q3	$248K	Hold	1,762	–	–	0.02%	220
2018 Q2	$267K	Hold	1,762	–	–	0.02%	204
2018 Q1	$268K	Hold	1,762	–	–	0.03%	203
2017 Q4	$266K	Buy	+1,762	New	+$278K	0.03%	212

Other funds holding WTW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

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

First Eagle Investment Management

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Franklin Resources

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

Geode Capital Management

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