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Freedman Financial Associates’s Willis Towers Watson WTW Stock Holding History

Freedman Financial Associates’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
-109
Closed -$26K – 444
2022
Q1 		$26K Hold
109
– – 0.02% 276
2021
Q4 		$26K Hold
109
– – 0.02% 271
2021
Q3 		$25K Hold
109
– – 0.02% 267
2021
Q2 		$25K Hold
109
– – 0.02% 267
2021
Q1 		$25K Hold
109
– – 0.02% 272
2020
Q4 		$23K Buy
+109
New +$22.4K 0.02% 283

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedman Financial Associates's WTW Position: Q2 2022 in Review

Freedman Financial Associates sold out of Willis Towers Watson (WTW) in Q2 2022, closing a stake of 109 shares — an estimated $26K sold.

Freedman Financial Associates first reported a position in WTW in Q4 2020 and held it in 6 quarters. The position peaked at $26K in Q1 2022. 574 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

  • Freedman Financial Associates reported no remaining Willis Towers Watson position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 109 Willis Towers Watson shares in Q2 2022, an estimated $26K.
  • Freedman Financial Associates first reported a position in Willis Towers Watson in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Willis Towers Watson position peaked at $26K in Q1 2022.
  • 574 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.