Evoke Wealth’s Willis Towers Watson WTW Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-17	Closed	-$3K	–	1153
2022 Q3	$3K	Buy	17 +9	+113%	+$1.86K	﹤0.01%	1002
2022 Q2	$2K	Sell	8 -12	-60%	-$2.57K	﹤0.01%	1083
2022 Q1	$5K	Buy	20 +11	+122%	+$2.52K	﹤0.01%	930
2021 Q4	$2K	Hold	9	–	–	﹤0.01%	1079
2021 Q3	$2K	Sell	9 -11	-55%	-$2.45K	﹤0.01%	1037
2021 Q2	$5K	Buy	20 +5	+33%	+$1.24K	﹤0.01%	907
2021 Q1	$3K	Hold	15	–	–	﹤0.01%	979
2020 Q4	$3K	Hold	15	–	–	﹤0.01%	846
2020 Q3	$3K	Sell	15 -4	-21%	-$817	﹤0.01%	803
2020 Q2	$4K	Hold	19	–	–	﹤0.01%	757
2020 Q1	$3.26K	Sell	19 -28	-60%	-$5.5K	﹤0.01%	711
2019 Q4	$9.54K	Buy	47 +4	+9%	+$767	﹤0.01%	763
2019 Q3	$8.32K	Buy	+43	New	+$8.4K	﹤0.01%	867

Other funds holding WTW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Geode Capital Management

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

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return