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Curi Wealth Management’s Willis Towers Watson WTW Stock Holding History

Curi Wealth 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
2022
Q3 		– Sell
-3
Closed -$1K – 708
2022
Q2 		$1K Hold
3
– – ﹤0.01% 606
2022
Q1 		$0 Hold
3
– – ﹤0.01% 665
2021
Q4 		$0 Buy
+3
New +$710 ﹤0.01% 614
2021
Q1 		– Sell
-3
Closed – – 498
2020
Q4 		$0 Buy
+3
New +$618 ﹤0.01% 523

Other funds holding WTW

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Curi Wealth Management's WTW Position: Q3 2022 in Review

Curi Wealth Management sold out of Willis Towers Watson (WTW) in Q3 2022, closing a stake of 3 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in WTW in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 565 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

  • Curi Wealth Management reported no remaining Willis Towers Watson position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 Willis Towers Watson shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Willis Towers Watson in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Willis Towers Watson position peaked at $1K in Q2 2022.
  • 565 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.