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 $6.73T AUM 46.02% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cadence Bank's WTW Position: Q2 2022 in Review

Cadence Bank sold out of Willis Towers Watson (WTW) in Q2 2022, closing a stake of 1,762 shares — an estimated $416K sold.

Cadence Bank first reported a position in WTW in Q4 2017 and held it in 18 quarters. The position peaked at $418K in Q4 2021. 574 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

Cadence Bank reported no remaining Willis Towers Watson position as of Q2 2022 after selling out during the quarter.
Cadence Bank sold 1,762 Willis Towers Watson shares in Q2 2022, an estimated $416K.
Cadence Bank first reported a position in Willis Towers Watson in Q4 2017 and held it in 18 quarters.
Cadence Bank's Willis Towers Watson position peaked at $418K in Q4 2021.
574 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on Cadence Bank's 13F filing for Q2 2022, filed 12 Aug 2022.