Icon Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-57	Closed	-$10K	–	781
2019 Q1	$10K	Buy	+57	New	+$9.46K	﹤0.01%	671
2018 Q3	–	Sell	-17	Closed	-$3K	–	729
2018 Q2	$3K	Buy	+17	New	+$2.59K	﹤0.01%	791
2018 Q1	–	Sell	-99	Closed	-$15K	–	737
2017 Q4	$15K	Buy	+99	New	+$15.6K	0.01%	659

Other funds holding WTW

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Icon Wealth Partners's WTW Position: Q2 2019 in Review

Icon Wealth Partners sold out of Willis Towers Watson (WTW) in Q2 2019, closing a stake of 57 shares — an estimated $10K sold.

Icon Wealth Partners first reported a position in WTW in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q4 2017. 456 funds tracked by Wall St. Rank hold WTW as of Q2 2019.

Icon Wealth Partners reported no remaining Willis Towers Watson position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 57 Willis Towers Watson shares in Q2 2019, an estimated $10K.
Icon Wealth Partners first reported a position in Willis Towers Watson in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Willis Towers Watson position peaked at $15K in Q4 2017.
456 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.