CSat Investment Advisory’s Willis Towers Watson WTW Stock Holding History

CSat Investment Advisory’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 Q1	$29K	Buy	128 +19	+17%	+$4.14K	0.02%	314
2020 Q4	$23K	Sell	109 -472	-81%	-$97.2K	0.02%	310
2020 Q3	$121K	Buy	581 +39	+7%	+$7.96K	0.01%	394
2020 Q2	$107K	Buy	542 +161	+42%	+$30.8K	0.01%	446
2020 Q1	$64K	Buy	381 +34	+10%	+$6.68K	0.01%	465
2019 Q4	$71K	Buy	347 +58	+20%	+$11.1K	0.02%	483
2019 Q3	$56K	Buy	289 +15	+5%	+$2.93K	0.02%	482
2019 Q2	$53K	Buy	274 +196	+251%	+$35.5K	0.02%	486
2019 Q1	$14K	Sell	78 -4	-5%	-$664	0.01%	383
2018 Q4	$12K	Buy	82 +9	+12%	+$1.35K	0.01%	391
2018 Q3	$10K	Buy	73 +21	+40%	+$3.17K	0.01%	377
2018 Q2	$8K	Buy	+52	New	+$7.92K	﹤0.01%	400

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's WTW Position: Q1 2021 in Review

CSat Investment Advisory increased its Willis Towers Watson (WTW) stake by 17% in Q1 2021, buying an estimated $4.14K and bringing the position to 128 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #314.

CSat Investment Advisory first reported a position in WTW in Q2 2018 and has held it in 12 quarters since. The position peaked at $121K in Q3 2020. 545 funds tracked by Wall St. Rank hold WTW as of Q1 2021.

CSat Investment Advisory held 128 shares of Willis Towers Watson worth $29K as of Q1 2021.
CSat Investment Advisory bought 19 Willis Towers Watson shares in Q1 2021, an estimated $4.14K.
Willis Towers Watson made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #314 holding.
CSat Investment Advisory first reported a position in Willis Towers Watson in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Willis Towers Watson position peaked at $121K in Q3 2020.
545 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.