First Capital Advisors Group’s Willis Towers Watson WTW Stock Holding History

First Capital Advisors Group’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
2023 Q2	$6.36K	Buy	+27	New	+$6.22K	﹤0.01%	626
2018 Q2	–	Sell	-348	Closed	-$53K	–	779
2018 Q1	$53K	Buy	+348	New	+$54.6K	0.03%	265

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Capital Advisors Group's WTW Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Willis Towers Watson (WTW) in Q2 2023: 27 shares worth $6.36K. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in WTW as recently as Q1 2018.

First Capital Advisors Group first reported a position in WTW in Q1 2018 and has held it in 2 quarters since. The position peaked at $53K in Q1 2018. 579 funds tracked by Wall St. Rank hold WTW as of Q2 2023.

First Capital Advisors Group held 27 shares of Willis Towers Watson worth $6.36K as of Q2 2023.
Willis Towers Watson was a new First Capital Advisors Group position in Q2 2023.
Willis Towers Watson made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #626 holding.
First Capital Advisors Group first reported a position in Willis Towers Watson in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Willis Towers Watson position peaked at $53K in Q1 2018.
579 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.