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Evolution Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-20
Closed -$5K – 633
2021
Q3 		$5K Hold
20
– – ﹤0.01% 530
2021
Q2 		$5K Hold
20
– – ﹤0.01% 531
2021
Q1 		$5K Hold
20
– – ﹤0.01% 539
2020
Q4 		$4K Hold
20
– – ﹤0.01% 496
2020
Q3 		$4K Hold
20
– – ﹤0.01% 476
2020
Q2 		$4K Buy
+20
New +$3.83K ﹤0.01% 410
2020
Q1 		– Sell
-22
Closed -$4K – 650
2019
Q4 		$4K Buy
+22
New +$4.22K ﹤0.01% 474
2019
Q3 		– Sell
-20
Closed -$4K – 594
2019
Q2 		$4K Buy
+20
New +$3.62K ﹤0.01% 315

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Evolution Wealth Advisors's WTW Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Willis Towers Watson (WTW) in Q4 2021, closing a stake of 20 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in WTW in Q2 2019 and held it in 8 quarters. The position peaked at $5K in Q3 2021. 581 funds tracked by Wall St. Rank hold WTW as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Willis Towers Watson position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 20 Willis Towers Watson shares in Q4 2021, an estimated $5K.
  • Evolution Wealth Advisors first reported a position in Willis Towers Watson in Q2 2019 and held it in 8 quarters.
  • Evolution Wealth Advisors's Willis Towers Watson position peaked at $5K in Q3 2021.
  • 581 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.