GWAG
WTW icon

Garrett Wealth Advisory Group’s Willis Towers Watson WTW Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-14
Closed -$2.7K – 643
2019
Q3 		$2.7K Buy
+14
New +$2.73K ﹤0.01% 479

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Garrett Wealth Advisory Group's WTW Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Willis Towers Watson (WTW) in Q4 2019, closing a stake of 14 shares — an estimated $2.7K sold.

Garrett Wealth Advisory Group first reported a position in WTW in Q3 2019 and held it in 1 quarter. The position peaked at $2.7K in Q3 2019. 493 funds tracked by Wall St. Rank hold WTW as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Willis Towers Watson position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 14 Willis Towers Watson shares in Q4 2019, an estimated $2.7K.
  • Garrett Wealth Advisory Group first reported a position in Willis Towers Watson in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Willis Towers Watson position peaked at $2.7K in Q3 2019.
  • 493 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.