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

Destination 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
2019
Q2 		– Sell
-86
Closed -$15K – 766
2019
Q1 		$15K Buy
+86
New +$14.3K ﹤0.01% 417
2018
Q2 		– Sell
-57
Closed -$9K – 662
2018
Q1 		$9K Buy
+57
New +$8.95K ﹤0.01% 408

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Destination Wealth Management's WTW Position: Q2 2019 in Review

Destination Wealth Management sold out of Willis Towers Watson (WTW) in Q2 2019, closing a stake of 86 shares — an estimated $15K sold.

Destination Wealth Management first reported a position in WTW in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q1 2019. 456 funds tracked by Wall St. Rank hold WTW as of Q2 2019.

  • Destination Wealth Management reported no remaining Willis Towers Watson position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 86 Willis Towers Watson shares in Q2 2019, an estimated $15K.
  • Destination Wealth Management first reported a position in Willis Towers Watson in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's Willis Towers Watson position peaked at $15K in Q1 2019.
  • 456 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.