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Fortis Advisors’s Willis Towers Watson WTW Stock Holding History

Fortis Advisors’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
2022
Q3 		– Sell
-214
Closed -$42K – 293
2022
Q2 		$42K Hold
214
– – 0.03% 174
2022
Q1 		$51K Hold
214
– – 0.03% 184
2021
Q4 		$51K Buy
+214
New +$50.6K 0.03% 167

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Fortis Advisors's WTW Position: Q3 2022 in Review

Fortis Advisors sold out of Willis Towers Watson (WTW) in Q3 2022, closing a stake of 214 shares — an estimated $42K sold.

Fortis Advisors first reported a position in WTW in Q4 2021 and held it in 3 quarters. The position peaked at $51K in Q1 2022. 565 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

  • Fortis Advisors reported no remaining Willis Towers Watson position as of Q3 2022 after selling out during the quarter.
  • Fortis Advisors sold 214 Willis Towers Watson shares in Q3 2022, an estimated $42K.
  • Fortis Advisors first reported a position in Willis Towers Watson in Q4 2021 and held it in 3 quarters.
  • Fortis Advisors's Willis Towers Watson position peaked at $51K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.