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Gilliland Jeter Wealth Management’s Willis Towers Watson WTW Stock Holding History

Gilliland Jeter Wealth Management’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
2024
Q4 		– Sell
-450
Closed -$133K – 641
2024
Q3 		$133K Hold
450
– – 0.04% 197
2024
Q2 		$118K Hold
450
– – 0.04% 199
2024
Q1 		$124K Buy
+450
New +$118K 0.04% 198

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gilliland Jeter Wealth Management's WTW Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Willis Towers Watson (WTW) in Q4 2024, closing a stake of 450 shares — an estimated $133K sold.

Gilliland Jeter Wealth Management first reported a position in WTW in Q1 2024 and held it in 3 quarters. The position peaked at $133K in Q3 2024. 706 funds tracked by Wall St. Rank hold WTW as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Willis Towers Watson position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 450 Willis Towers Watson shares in Q4 2024, an estimated $133K.
  • Gilliland Jeter Wealth Management first reported a position in Willis Towers Watson in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Willis Towers Watson position peaked at $133K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.