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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

IMA Advisory Services's WTW Position: Q1 2022 in Review

IMA Advisory Services sold out of Willis Towers Watson (WTW) in Q1 2022, closing a stake of 13 shares — an estimated $3K sold.

IMA Advisory Services first reported a position in WTW in Q2 2018 and held it in 15 quarters. The position peaked at $9K in Q3 2020. 549 funds tracked by Wall St. Rank hold WTW as of Q1 2022.

IMA Advisory Services reported no remaining Willis Towers Watson position as of Q1 2022 after selling out during the quarter.
IMA Advisory Services sold 13 Willis Towers Watson shares in Q1 2022, an estimated $3K.
IMA Advisory Services first reported a position in Willis Towers Watson in Q2 2018 and held it in 15 quarters.
IMA Advisory Services's Willis Towers Watson position peaked at $9K in Q3 2020.
549 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2022.

Based on IMA Advisory Services's 13F filing for Q1 2022, filed 13 Jun 2022.