IndexIQ Advisors’s Willis Towers Watson WTW Stock Holding History

IndexIQ Advisors’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	$491K	Sell	2,079 -62	-3%	-$14.2K	0.02%	410
2021 Q4	$508K	Sell	2,141 -78	-4%	-$18.5K	0.02%	550
2021 Q3	$516K	Buy	2,219 +108	+5%	+$24K	0.02%	527
2021 Q2	$486K	Buy	2,111 +62	+3%	+$15.4K	0.02%	480
2021 Q1	$469K	Buy	2,049 +259	+14%	+$56.4K	0.02%	389
2020 Q4	$377K	Sell	1,790 -159,450	-99%	-$32.8M	0.01%	524
2020 Q3	$33.7M	Sell	161,240 -5,688	-3%	-$1.16M	1.38%	21
2020 Q2	$32.9M	Buy	+166,928	New	+$32M	1.47%	16

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

EIG

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

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

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

IndexIQ Advisors's WTW Position: Q1 2022 in Review

IndexIQ Advisors reduced its Willis Towers Watson (WTW) stake by 2.9% in Q1 2022, selling an estimated $14.2K and leaving 2,079 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #410.

IndexIQ Advisors first reported a position in WTW in Q2 2020 and has held it in 8 quarters since. The position peaked at $33.7M in Q3 2020. 548 funds tracked by Wall St. Rank hold WTW as of Q1 2022.

IndexIQ Advisors held 2,079 shares of Willis Towers Watson worth $491K as of Q1 2022.
IndexIQ Advisors sold 62 Willis Towers Watson shares in Q1 2022, an estimated $14.2K.
Willis Towers Watson made up 0.02% of IndexIQ Advisors's portfolio in Q1 2022, its #410 holding.
IndexIQ Advisors first reported a position in Willis Towers Watson in Q2 2020 and has held it in 8 quarters since.
IndexIQ Advisors's Willis Towers Watson position peaked at $33.7M in Q3 2020.
548 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.