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Coppell Advisory Solutions’s Willis Towers Watson WTW Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-5
Closed -$1.57K – 1895
2024
Q4 		$1.57K Buy
+5
New +$1.53K ﹤0.01% 1582
2023
Q4 		$29.4K Buy
+122
New +$28.2K 0.01% 631

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

Coppell Advisory Solutions's WTW Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Willis Towers Watson (WTW) in Q1 2025, closing a stake of 5 shares — an estimated $1.57K sold.

Coppell Advisory Solutions first reported a position in WTW in Q4 2023 and held it in 2 quarters. The position peaked at $29.4K in Q4 2023. 757 funds tracked by Wall St. Rank hold WTW as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Willis Towers Watson position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 5 Willis Towers Watson shares in Q1 2025, an estimated $1.57K.
  • Coppell Advisory Solutions first reported a position in Willis Towers Watson in Q4 2023 and held it in 2 quarters.
  • Coppell Advisory Solutions's Willis Towers Watson position peaked at $29.4K in Q4 2023.
  • 757 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.