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Castleview Partners’s Willis Towers Watson WTW Stock Holding History

Castleview 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
2024
Q3 		– Sell
-7
Closed -$1.83K – 933
2024
Q2 		$1.83K Buy
7
+2
+40% +$516 ﹤0.01% 749
2024
Q1 		$1.38K Sell
5
-1
-17% -$263 ﹤0.01% 771
2023
Q4 		$1.45K Hold
6
– – ﹤0.01% 733
2023
Q3 		$1.25K Sell
6
-1
-14% -$213 ﹤0.01% 598
2023
Q2 		$1.65K Buy
7
+1
+17% +$230 ﹤0.01% 598
2023
Q1 		$1.39K Hold
6
– – ﹤0.01% 589
2022
Q4 		$1.47K Sell
6
-1
-14% -$228 ﹤0.01% 529
2022
Q3 		$1K Buy
+7
New +$1.44K ﹤0.01% 603

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Castleview Partners's WTW Position: Q3 2024 in Review

Castleview Partners sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 7 shares — an estimated $1.83K sold.

Castleview Partners first reported a position in WTW in Q3 2022 and held it in 8 quarters. The position peaked at $1.83K in Q2 2024. 671 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • Castleview Partners reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 7 Willis Towers Watson shares in Q3 2024, an estimated $1.83K.
  • Castleview Partners first reported a position in Willis Towers Watson in Q3 2022 and held it in 8 quarters.
  • Castleview Partners's Willis Towers Watson position peaked at $1.83K in Q2 2024.
  • 671 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.