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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evoke Wealth's WTW Position: Q4 2022 in Review

Evoke Wealth sold out of Willis Towers Watson (WTW) in Q4 2022, closing a stake of 17 shares — an estimated $3K sold.

Evoke Wealth first reported a position in WTW in Q3 2019 and held it in 13 quarters. The position peaked at $9.54K in Q4 2019. 597 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

  • Evoke Wealth reported no remaining Willis Towers Watson position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 17 Willis Towers Watson shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Willis Towers Watson in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Willis Towers Watson position peaked at $9.54K in Q4 2019.
  • 597 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.