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Industrial Alliance Investment Management’s Willis Towers Watson WTW Stock Holding History

Industrial Alliance Investment Management’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
2023
Q2 		– Sell
-3,623
Closed -$842K – 503
2023
Q1 		$842K Buy
+3,623
New +$876K 0.02% 317

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Industrial Alliance Investment Management's WTW Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Willis Towers Watson (WTW) in Q2 2023, closing a stake of 3,623 shares — an estimated $842K sold.

Industrial Alliance Investment Management first reported a position in WTW in Q1 2023 and held it in 1 quarter. The position peaked at $842K in Q1 2023. 580 funds tracked by Wall St. Rank hold WTW as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Willis Towers Watson position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 3,623 Willis Towers Watson shares in Q2 2023, an estimated $842K.
  • Industrial Alliance Investment Management first reported a position in Willis Towers Watson in Q1 2023 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Willis Towers Watson position peaked at $842K in Q1 2023.
  • 580 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.