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Cambridge Trust’s Willis Towers Watson WTW Stock Holding History

Cambridge Trust’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
2023
Q4 		– Sell
-30
Closed -$6.27K – 749
2023
Q3 		$6.27K Sell
30
-70
-70% -$14.9K ﹤0.01% 613
2023
Q2 		$23.6K Hold
100
– – ﹤0.01% 507
2023
Q1 		$23.2K Hold
100
– – ﹤0.01% 532
2022
Q4 		$24K Sell
100
-5
-5% -$1.14K ﹤0.01% 535
2022
Q3 		$21K Buy
105
+5
+5% +$1.03K ﹤0.01% 565
2022
Q2 		$20K Hold
100
– – ﹤0.01% 608
2022
Q1 		$24K Sell
100
-41
-29% -$9.39K ﹤0.01% 646
2021
Q4 		$34K Buy
+141
New +$33.4K ﹤0.01% 594

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cambridge Trust's WTW Position: Q4 2023 in Review

Cambridge Trust sold out of Willis Towers Watson (WTW) in Q4 2023, closing a stake of 30 shares — an estimated $6.27K sold.

Cambridge Trust first reported a position in WTW in Q4 2021 and held it in 8 quarters. The position peaked at $34K in Q4 2021. 630 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

  • Cambridge Trust reported no remaining Willis Towers Watson position as of Q4 2023 after selling out during the quarter.
  • Cambridge Trust sold 30 Willis Towers Watson shares in Q4 2023, an estimated $6.27K.
  • Cambridge Trust first reported a position in Willis Towers Watson in Q4 2021 and held it in 8 quarters.
  • Cambridge Trust's Willis Towers Watson position peaked at $34K in Q4 2021.
  • 630 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.