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Crestone Asset Management’s Willis Towers Watson WTW Stock Holding History

Crestone Asset Management’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
2020
Q3 		– Sell
-1,300
Closed -$256K – 69
2020
Q2 		$256K Buy
+1,300
New +$249K 0.08% 57

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Crestone Asset Management's WTW Position: Q3 2020 in Review

Crestone Asset Management sold out of Willis Towers Watson (WTW) in Q3 2020, closing a stake of 1,300 shares — an estimated $256K sold.

Crestone Asset Management first reported a position in WTW in Q2 2020 and held it in 1 quarter. The position peaked at $256K in Q2 2020. 517 funds tracked by Wall St. Rank hold WTW as of Q3 2020.

  • Crestone Asset Management reported no remaining Willis Towers Watson position as of Q3 2020 after selling out during the quarter.
  • Crestone Asset Management sold 1,300 Willis Towers Watson shares in Q3 2020, an estimated $256K.
  • Crestone Asset Management first reported a position in Willis Towers Watson in Q2 2020 and held it in 1 quarter.
  • Crestone Asset Management's Willis Towers Watson position peaked at $256K in Q2 2020.
  • 517 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2020.

Based on Crestone Asset Management's 13F filing for Q3 2020, filed 12 Mar 2021.