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Daymark Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Daymark Wealth Partners’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
2023
Q4 		– Sell
-2,008
Closed -$420K – 410
2023
Q3 		$420K Sell
2,008
-154
-7% -$32.9K 0.03% 260
2023
Q2 		$509K Sell
2,162
-494
-19% -$114K 0.04% 235
2023
Q1 		$617K Sell
2,656
-13
-0.5% -$3.14K 0.08% 169
2022
Q4 		$653K Buy
+2,669
New +$610K 0.12% 127

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Daymark Wealth Partners's WTW Position: Q4 2023 in Review

Daymark Wealth Partners sold out of Willis Towers Watson (WTW) in Q4 2023, closing a stake of 2,008 shares — an estimated $420K sold.

Daymark Wealth Partners first reported a position in WTW in Q4 2022 and held it in 4 quarters. The position peaked at $653K in Q4 2022. 630 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

  • Daymark Wealth Partners reported no remaining Willis Towers Watson position as of Q4 2023 after selling out during the quarter.
  • Daymark Wealth Partners sold 2,008 Willis Towers Watson shares in Q4 2023, an estimated $420K.
  • Daymark Wealth Partners first reported a position in Willis Towers Watson in Q4 2022 and held it in 4 quarters.
  • Daymark Wealth Partners's Willis Towers Watson position peaked at $653K in Q4 2022.
  • 630 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on Daymark Wealth Partners's 13F filing for Q4 2023, filed 9 Jan 2024.