Heritage Wealth Management (Arizona)’s Willis Towers Watson WTW Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$4.4K	Buy	+18	New	+$4.11K	﹤0.01%	901

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WTW Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Willis Towers Watson (WTW) in Q4 2022: 18 shares worth $4.4K. The stake represents ﹤0.01% of the portfolio and ranks #901 among its holdings.

597 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

Heritage Wealth Management (Arizona) held 18 shares of Willis Towers Watson worth $4.4K as of Q4 2022.
Willis Towers Watson was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Willis Towers Watson made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #901 holding.
597 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.