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GHP Investment Advisors’s Willis Towers Watson WTW Stock Holding History

GHP Investment 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
2026
Q1 		$291 Buy
+1
New +$307 ﹤0.01% 1165
2023
Q3 		– Sell
-90
Closed -$18.3K – 978
2023
Q2 		$18.3K Sell
90
-128
-59% -$29.5K ﹤0.01% 600
2023
Q1 		$50.7K Hold
218
– – ﹤0.01% 486
2022
Q4 		$53.3K Hold
218
– – ﹤0.01% 482
2022
Q3 		$44K Hold
218
– – ﹤0.01% 500
2022
Q2 		$43K Hold
218
– – ﹤0.01% 500
2022
Q1 		$51K Buy
+218
New +$49.9K ﹤0.01% 496

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return