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Glassman Wealth Services’s Willis Towers Watson WTW Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-203
Closed -$49K – 1852
2023
Q4 		$49K Buy
+203
New +$46.9K 0.01% 458
2022
Q3 		– Sell
-104
Closed -$21K – 2024
2022
Q2 		$21K Buy
+104
New +$22.3K ﹤0.01% 611
2021
Q1 		– Sell
-70
Closed -$15K – 1662
2020
Q4 		$15K Sell
70
-9
-11% -$1.85K ﹤0.01% 615
2020
Q3 		$16K Buy
79
+22
+39% +$4.49K ﹤0.01% 499
2020
Q2 		$11K Buy
57
+33
+138% +$6.32K ﹤0.01% 485
2020
Q1 		$4K Buy
24
+5
+26% +$983 ﹤0.01% 572
2019
Q4 		$4K Buy
19
+3
+19% +$575 ﹤0.01% 641
2019
Q3 		$3K Hold
16
– – ﹤0.01% 648
2019
Q2 		$3K Hold
16
– – ﹤0.01% 670
2019
Q1 		$3K Buy
16
+12
+300% +$1.99K ﹤0.01% 654
2018
Q4 		$1K Sell
4
-6
-60% -$898 ﹤0.01% 708
2018
Q3 		$1K Hold
10
– – ﹤0.01% 756
2018
Q2 		$2K Sell
10
-18
-64% -$2.74K ﹤0.01% 594
2018
Q1 		$4K Sell
28
-13
-32% -$2.04K ﹤0.01% 464
2017
Q4 		$6K Buy
41
+38
+1,267% +$6K ﹤0.01% 383
2017
Q3 		$0 Hold
3
– – ﹤0.01% 632
2017
Q2 		$0 Hold
3
– – ﹤0.01% 670
2017
Q1 		$0 Hold
3
– – ﹤0.01% 703
2016
Q4 		$0 Hold
3
– – ﹤0.01% 723
2016
Q3 		$0 Buy
+3
New +$373 ﹤0.01% 596

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Glassman Wealth Services's WTW Position: Q1 2024 in Review

Glassman Wealth Services sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 203 shares — an estimated $49K sold.

Glassman Wealth Services first reported a position in WTW in Q3 2016 and held it in 20 quarters. The position peaked at $49K in Q4 2023. 664 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

  • Glassman Wealth Services reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 203 Willis Towers Watson shares in Q1 2024, an estimated $49K.
  • Glassman Wealth Services first reported a position in Willis Towers Watson in Q3 2016 and held it in 20 quarters.
  • Glassman Wealth Services's Willis Towers Watson position peaked at $49K in Q4 2023.
  • 664 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.