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Center for Financial Planning’s Willis Towers Watson WTW Stock Holding History

Center for Financial Planning’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
2021
Q2 		– Sell
-3
Closed -$1K – 551
2021
Q1 		$1K Hold
3
– – ﹤0.01% 518
2020
Q4 		$1K Hold
3
– – ﹤0.01% 461
2020
Q3 		$1K Hold
3
– – ﹤0.01% 436
2020
Q2 		$1K Sell
3
-56
-95% -$10.7K ﹤0.01% 441
2020
Q1 		$10K Buy
59
+19
+48% +$3.74K ﹤0.01% 334
2019
Q4 		$8K Buy
+40
New +$7.67K ﹤0.01% 330

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Center for Financial Planning's WTW Position: Q2 2021 in Review

Center for Financial Planning sold out of Willis Towers Watson (WTW) in Q2 2021, closing a stake of 3 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in WTW in Q4 2019 and held it in 6 quarters. The position peaked at $10K in Q1 2020. 550 funds tracked by Wall St. Rank hold WTW as of Q2 2021.

  • Center for Financial Planning reported no remaining Willis Towers Watson position as of Q2 2021 after selling out during the quarter.
  • Center for Financial Planning sold 3 Willis Towers Watson shares in Q2 2021, an estimated $1K.
  • Center for Financial Planning first reported a position in Willis Towers Watson in Q4 2019 and held it in 6 quarters.
  • Center for Financial Planning's Willis Towers Watson position peaked at $10K in Q1 2020.
  • 550 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2021.

Based on Center for Financial Planning's 13F filing for Q2 2021, filed 29 Jul 2021.