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Capital Performance Advisors’s Willis Towers Watson WTW Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-91
Closed -$26.8K – 2725
2024
Q3 		$26.8K Buy
+91
New +$25.5K 0.01% 519

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's WTW Position: Q4 2024 in Review

Capital Performance Advisors sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 91 shares — an estimated $26.8K sold.

Capital Performance Advisors first reported a position in WTW in Q3 2024 and held it in 1 quarter. The position peaked at $26.8K in Q3 2024. 706 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Capital Performance Advisors reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 91 Willis Towers Watson shares in Q4 2024, an estimated $26.8K.
  • Capital Performance Advisors first reported a position in Willis Towers Watson in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Willis Towers Watson position peaked at $26.8K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.