FANJ
WTW icon

Financial Architects (New Jersey)’s Willis Towers Watson WTW Stock Holding History

Financial Architects (New Jersey)’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
2019
Q1 		– Sell
-2,878
Closed -$437K – 1578
2018
Q4 		$437K Hold
2,878
– – 0.09% 157
2018
Q3 		$406K Hold
2,878
– – 0.07% 207
2018
Q2 		$436K Hold
2,878
– – 0.08% 181
2018
Q1 		$438K Buy
2,878
+1,613
+128% +$253K 0.09% 176
2017
Q4 		$191K Sell
1,265
-19
-1% -$3K 0.03% 335
2017
Q3 		$198K Hold
1,284
– – 0.04% 331
2017
Q2 		$187K Buy
1,284
+31
+2% +$4.33K 0.04% 328
2017
Q1 		$164K Buy
1,253
+790
+171% +$100K 0.03% 338
2016
Q4 		$57K Hold
463
– – 0.01% 538
2016
Q3 		$61K Buy
463
+5
+1% +$622 0.02% 519
2016
Q2 		$57K Sell
458
-35
-7% -$4.32K 0.02% 508
2016
Q1 		$58K Buy
+493
New +$56.8K 0.02% 370

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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 $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return