Gradient Investments’s Willis Towers Watson WTW Stock Holding History

Gradient Investments’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 Q3	–	Sell	-32	Closed	-$8.39K	–	1309
2024 Q2	$8.39K	Sell	32 -30	-48%	-$7.75K	﹤0.01%	770
2024 Q1	$17.2K	Sell	62 -35	-36%	-$9.21K	﹤0.01%	572
2023 Q4	$23.4K	Sell	97 -171	-64%	-$39.5K	﹤0.01%	677
2023 Q3	$56K	Sell	268 -70,959	-100%	-$15.1M	﹤0.01%	482
2023 Q2	$16.8M	Buy	71,227 +3,224	+5%	+$743K	0.43%	73
2023 Q1	$15.8M	Buy	68,003 +4,100	+6%	+$991K	0.43%	70
2022 Q4	$15.6M	Sell	63,903 -670	-1%	-$153K	0.49%	51
2022 Q3	$13M	Buy	64,573 +3,799	+6%	+$784K	0.4%	62
2022 Q2	$12M	Buy	+60,774	New	+$13M	0.35%	81
2018 Q1	–	Sell	-4	Closed	-$1K	–	1181
2017 Q4	$1K	Buy	+4	New	+$632	﹤0.01%	970

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Gradient Investments's WTW Position: Q3 2024 in Review

Gradient Investments sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 32 shares — an estimated $8.39K sold.

Gradient Investments first reported a position in WTW in Q4 2017 and held it in 10 quarters. The position peaked at $16.8M in Q2 2023. 671 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

Gradient Investments reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 32 Willis Towers Watson shares in Q3 2024, an estimated $8.39K.
Gradient Investments first reported a position in Willis Towers Watson in Q4 2017 and held it in 10 quarters.
Gradient Investments's Willis Towers Watson position peaked at $16.8M in Q2 2023.
671 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.