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Howe & Rusling’s Willis Towers Watson WTW Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-48
Closed -$9K – 1206
2022
Q2 		$9K Buy
48
+10
+26% +$2.14K ﹤0.01% 560
2022
Q1 		$9K Sell
38
-10
-21% -$2.29K ﹤0.01% 548
2021
Q4 		$11K Buy
48
+10
+26% +$2.37K ﹤0.01% 527
2021
Q3 		$9K Sell
38
-7
-16% -$1.56K ﹤0.01% 537
2021
Q2 		$10K Sell
45
-18
-29% -$4.48K ﹤0.01% 501
2021
Q1 		$14K Sell
63
-4
-6% -$872 ﹤0.01% 456
2020
Q4 		$14K Sell
67
-47
-41% -$9.68K ﹤0.01% 446
2020
Q3 		$24K Buy
114
+2
+2% +$408 ﹤0.01% 342
2020
Q2 		$22K Buy
112
+5
+5% +$957 ﹤0.01% 341
2020
Q1 		$18K Buy
107
+8
+8% +$1.57K ﹤0.01% 356
2019
Q4 		$20K Buy
99
+35
+55% +$6.71K ﹤0.01% 377
2019
Q3 		$12K Hold
64
– – ﹤0.01% 450
2019
Q2 		$12K Sell
64
-5
-7% -$905 ﹤0.01% 433
2019
Q1 		$12K Sell
69
-8
-10% -$1.33K ﹤0.01% 428
2018
Q4 		$12K Buy
77
+5
+7% +$748 ﹤0.01% 421
2018
Q3 		$10K Hold
72
– – ﹤0.01% 511
2018
Q2 		$11K Hold
72
– – ﹤0.01% 446
2018
Q1 		$11K Buy
+72
New +$11.3K ﹤0.01% 484
2016
Q3 		– Sell
-11
Closed -$1K – 1132
2016
Q2 		$1K Hold
11
– – ﹤0.01% 925
2016
Q1 		$1K Buy
+11
New +$1.27K ﹤0.01% 963

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Howe & Rusling's WTW Position: Q3 2022 in Review

Howe & Rusling sold out of Willis Towers Watson (WTW) in Q3 2022, closing a stake of 48 shares — an estimated $9K sold.

Howe & Rusling first reported a position in WTW in Q1 2016 and held it in 20 quarters. The position peaked at $24K in Q3 2020. 565 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

  • Howe & Rusling reported no remaining Willis Towers Watson position as of Q3 2022 after selling out during the quarter.
  • Howe & Rusling sold 48 Willis Towers Watson shares in Q3 2022, an estimated $9K.
  • Howe & Rusling first reported a position in Willis Towers Watson in Q1 2016 and held it in 20 quarters.
  • Howe & Rusling's Willis Towers Watson position peaked at $24K in Q3 2020.
  • 565 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.