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Carmel Capital Partners’s Willis Towers Watson WTW Stock Holding History

Carmel Capital Partners’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
-47
Closed -$9.82K – 717
2023
Q3 		$9.82K Buy
+47
New +$10K ﹤0.01% 461

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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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Carmel Capital Partners's WTW Position: Q4 2023 in Review

Carmel Capital Partners sold out of Willis Towers Watson (WTW) in Q4 2023, closing a stake of 47 shares — an estimated $9.82K sold.

Carmel Capital Partners first reported a position in WTW in Q3 2023 and held it in 1 quarter. The position peaked at $9.82K in Q3 2023. 628 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

  • Carmel Capital Partners reported no remaining Willis Towers Watson position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 47 Willis Towers Watson shares in Q4 2023, an estimated $9.82K.
  • Carmel Capital Partners first reported a position in Willis Towers Watson in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Willis Towers Watson position peaked at $9.82K in Q3 2023.
  • 628 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.