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CoreFirst Bank & Trust’s Willis Towers Watson WTW Stock Holding History

CoreFirst Bank & Trust’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
Q2 		– Sell
-17
Closed -$4.67K – 348
2024
Q1 		$4.67K Hold
17
– – ﹤0.01% 330
2023
Q4 		$4.1K Hold
17
– – ﹤0.01% 341
2023
Q3 		$3.55K Buy
+17
New +$3.63K ﹤0.01% 366

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CoreFirst Bank & Trust's WTW Position: Q2 2024 in Review

CoreFirst Bank & Trust sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 17 shares — an estimated $4.67K sold.

CoreFirst Bank & Trust first reported a position in WTW in Q3 2023 and held it in 3 quarters. The position peaked at $4.67K in Q1 2024. 649 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • CoreFirst Bank & Trust reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
  • CoreFirst Bank & Trust sold 17 Willis Towers Watson shares in Q2 2024, an estimated $4.67K.
  • CoreFirst Bank & Trust first reported a position in Willis Towers Watson in Q3 2023 and held it in 3 quarters.
  • CoreFirst Bank & Trust's Willis Towers Watson position peaked at $4.67K in Q1 2024.
  • 649 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2024, filed 14 Aug 2024.