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Freestone Capital Holdings’s Willis Towers Watson WTW Stock Holding History

Freestone Capital Holdings’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
-970
Closed -$229K – 594
2022
Q1 		$229K Buy
+970
New +$222K 0.01% 518
2014
Q1 		– Sell
-3,572
Closed -$424K – 304
2013
Q4 		$424K Sell
3,572
-339
-9% -$40.1K 0.08% 210
2013
Q3 		$449K Buy
3,911
+81
+2% +$9.15K 0.08% 237
2013
Q2 		$414K Buy
+3,830
New +$406K 0.08% 217

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

Freestone Capital Holdings's WTW Position: Q2 2022 in Review

Freestone Capital Holdings sold out of Willis Towers Watson (WTW) in Q2 2022, closing a stake of 970 shares — an estimated $229K sold.

Freestone Capital Holdings first reported a position in WTW in Q2 2013 and held it in 4 quarters. The position peaked at $449K in Q3 2013. 574 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

  • Freestone Capital Holdings reported no remaining Willis Towers Watson position as of Q2 2022 after selling out during the quarter.
  • Freestone Capital Holdings sold 970 Willis Towers Watson shares in Q2 2022, an estimated $229K.
  • Freestone Capital Holdings first reported a position in Willis Towers Watson in Q2 2013 and held it in 4 quarters.
  • Freestone Capital Holdings's Willis Towers Watson position peaked at $449K in Q3 2013.
  • 574 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on Freestone Capital Holdings's 13F filing for Q2 2022, filed 9 Aug 2022.