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First Trust Direct Indexing’s Willis Towers Watson WTW Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-2,564
Closed -$755K – 944
2024
Q3 		$755K Buy
2,564
+81
+3% +$22.7K 0.04% 431
2024
Q2 		$651K Buy
2,483
+634
+34% +$164K 0.04% 426
2024
Q1 		$508K Buy
1,849
+218
+13% +$57.3K 0.04% 464
2023
Q4 		$393K Buy
1,631
+579
+55% +$134K 0.04% 505
2023
Q3 		$220K Sell
1,052
-266
-20% -$56.8K 0.03% 616
2023
Q2 		$310K Sell
1,318
-71
-5% -$16.4K 0.03% 537
2023
Q1 		$323K Buy
1,389
+252
+22% +$60.9K 0.04% 523
2022
Q4 		$278K Buy
1,137
+12
+1% +$2.74K 0.04% 529
2022
Q3 		$226K Buy
+1,125
New +$232K 0.03% 548
2022
Q2 		– Sell
-1,391
Closed -$329K – 702
2022
Q1 		$329K Buy
1,391
+262
+23% +$60K 0.04% 475
2021
Q4 		$268K Buy
1,129
+53
+5% +$12.5K 0.03% 524
2021
Q3 		$250K Buy
+1,076
New +$240K 0.04% 532
2021
Q1 		– Sell
-63
Closed -$13K – 1008
2020
Q4 		$13K Buy
+63
New +$13K ﹤0.01% 903

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Direct Indexing's WTW Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 2,564 shares — an estimated $755K sold.

First Trust Direct Indexing first reported a position in WTW in Q4 2020 and held it in 13 quarters. The position peaked at $755K in Q3 2024. 708 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 2,564 Willis Towers Watson shares in Q4 2024, an estimated $755K.
  • First Trust Direct Indexing first reported a position in Willis Towers Watson in Q4 2020 and held it in 13 quarters.
  • First Trust Direct Indexing's Willis Towers Watson position peaked at $755K in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.