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Fortitude Advisory Group’s Willis Towers Watson WTW Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-24
Closed -$6K – 1314
2022
Q1 		$6K Buy
24
+4
+20% +$916 ﹤0.01% 1139
2021
Q4 		$5K Buy
+20
New +$4.73K ﹤0.01% 1203

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortitude Advisory Group's WTW Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Willis Towers Watson (WTW) in Q2 2022, closing a stake of 24 shares — an estimated $6K sold.

Fortitude Advisory Group first reported a position in WTW in Q4 2021 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 574 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Willis Towers Watson position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 24 Willis Towers Watson shares in Q2 2022, an estimated $6K.
  • Fortitude Advisory Group first reported a position in Willis Towers Watson in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Willis Towers Watson position peaked at $6K in Q1 2022.
  • 574 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.