FJ Investments’s Willis Towers Watson WTW Stock Holding History

FJ Investments’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 Q1	–	Sell	-2,700	Closed	-$651K	–	412
2023 Q4	$651K	Buy	+2,700	New	+$624K	0.03%	285

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

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

FJ Investments's WTW Position: Q1 2024 in Review

FJ Investments sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 2,700 shares — an estimated $651K sold.

FJ Investments first reported a position in WTW in Q4 2023 and held it in 1 quarter. The position peaked at $651K in Q4 2023. 662 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

FJ Investments reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 2,700 Willis Towers Watson shares in Q1 2024, an estimated $651K.
FJ Investments first reported a position in Willis Towers Watson in Q4 2023 and held it in 1 quarter.
FJ Investments's Willis Towers Watson position peaked at $651K in Q4 2023.
662 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.