IMA Advisory Services’s Willis Towers Watson WTW Stock Holding History

IMA Advisory Services’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 Q1	–	Sell	-13	Closed	-$3K	–	315
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	296
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	274
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	270
2021 Q1	$3K	Sell	13 -13	-50%	-$2.83K	﹤0.01%	277
2020 Q4	$5K	Sell	26 -18	-41%	-$3.71K	﹤0.01%	254
2020 Q3	$9K	Buy	44 +18	+69%	+$3.67K	﹤0.01%	218
2020 Q2	$5K	Hold	26	–	–	﹤0.01%	227
2020 Q1	$4K	Hold	26	–	–	﹤0.01%	234
2019 Q4	$5K	Hold	26	–	–	﹤0.01%	258
2019 Q3	$5K	Hold	26	–	–	﹤0.01%	259
2019 Q2	$5K	Hold	26	–	–	﹤0.01%	246
2019 Q1	$5K	Hold	26	–	–	﹤0.01%	240
2018 Q4	$4K	Hold	26	–	–	﹤0.01%	266
2018 Q3	$4K	Hold	26	–	–	﹤0.01%	274
2018 Q2	$4K	Buy	+26	New	+$3.96K	﹤0.01%	369

Other funds holding WTW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

Geode Capital Management

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return