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

Destiny 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
Q1 		– Sell
-42
Closed -$10.3K – 656
2022
Q4 		$10.3K Hold
42
– – ﹤0.01% 474
2022
Q3 		$8K Buy
42
+9
+27% +$1.86K ﹤0.01% 457
2022
Q2 		$7K Buy
+33
New +$7.08K ﹤0.01% 485

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Destiny Wealth Partners's WTW Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Willis Towers Watson (WTW) in Q1 2023, closing a stake of 42 shares — an estimated $10.3K sold.

Destiny Wealth Partners first reported a position in WTW in Q2 2022 and held it in 3 quarters. The position peaked at $10.3K in Q4 2022. 606 funds tracked by Wall St. Rank hold WTW as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Willis Towers Watson position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 42 Willis Towers Watson shares in Q1 2023, an estimated $10.3K.
  • Destiny Wealth Partners first reported a position in Willis Towers Watson in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's Willis Towers Watson position peaked at $10.3K in Q4 2022.
  • 606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.