GI
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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 – 1318
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return