Fairway Wealth’s Willis Towers Watson WTW Stock Holding History

Fairway 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
2024 Q3	–	Sell	-21	Closed	-$5.5K	–	371
2024 Q2	$5.5K	Buy	+21	New	+$5.42K	﹤0.01%	198

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fairway Wealth's WTW Position: Q3 2024 in Review

Fairway Wealth sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 21 shares — an estimated $5.5K sold.

Fairway Wealth first reported a position in WTW in Q2 2024 and held it in 1 quarter. The position peaked at $5.5K in Q2 2024. 669 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

Fairway Wealth reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
Fairway Wealth sold 21 Willis Towers Watson shares in Q3 2024, an estimated $5.5K.
Fairway Wealth first reported a position in Willis Towers Watson in Q2 2024 and held it in 1 quarter.
Fairway Wealth's Willis Towers Watson position peaked at $5.5K in Q2 2024.
669 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Fairway Wealth's 13F filing for Q3 2024, filed 1 Nov 2024.