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Consolidated Planning Corp’s Willis Towers Watson WTW Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-70
Closed -$16K – 467
2021
Q3 		$16K Buy
+70
New +$15.6K 0.01% 268

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Consolidated Planning Corp's WTW Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Willis Towers Watson (WTW) in Q4 2021, closing a stake of 70 shares — an estimated $16K sold.

Consolidated Planning Corp first reported a position in WTW in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 580 funds tracked by Wall St. Rank hold WTW as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Willis Towers Watson position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 70 Willis Towers Watson shares in Q4 2021, an estimated $16K.
  • Consolidated Planning Corp first reported a position in Willis Towers Watson in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Willis Towers Watson position peaked at $16K in Q3 2021.
  • 580 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.