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Janiczek Wealth Management’s Willis Towers Watson WTW Stock Holding History

Janiczek Wealth 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
2024
Q2 		$33.6K Hold
128
– – 0.01% 468
2024
Q1 		$35.2K Hold
128
– – 0.01% 469
2023
Q4 		$30.9K Sell
128
-106
-45% -$24.5K 0.01% 483
2023
Q3 		$48.9K Buy
234
+219
+1,460% +$46.7K 0.01% 363
2023
Q2 		$3.53K Hold
15
– – ﹤0.01% 702
2023
Q1 		$3.56K Sell
15
-1
-6% -$242 ﹤0.01% 709
2022
Q4 		$4.08K Hold
16
– – ﹤0.01% 684
2022
Q3 		$3K Hold
16
– – ﹤0.01% 738
2022
Q2 		$3K Sell
16
-42
-72% -$9K ﹤0.01% 750
2022
Q1 		$14K Sell
58
-3
-5% -$687 ﹤0.01% 521
2021
Q4 		$14K Hold
61
– – ﹤0.01% 548
2021
Q3 		$14K Sell
61
-22
-27% -$4.9K 0.01% 521
2021
Q2 		$19K Buy
83
+3
+4% +$746 0.01% 443
2021
Q1 		$18K Buy
80
+20
+33% +$4.36K 0.01% 426
2020
Q4 		$13K Buy
60
+43
+253% +$8.85K 0.01% 426
2020
Q3 		$4K Buy
+17
New +$3.47K ﹤0.01% 414

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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 $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Janiczek Wealth Management's WTW Position: Q2 2024 in Review

Janiczek Wealth Management held its Willis Towers Watson (WTW) position steady in Q2 2024 at 128 shares worth $33.6K. The position accounts for 0.01% of the portfolio, ranked #468.

Janiczek Wealth Management first reported a position in WTW in Q3 2020 and has held it in 16 quarters since. The position peaked at $48.9K in Q3 2023. 651 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Janiczek Wealth Management held 128 shares of Willis Towers Watson worth $33.6K as of Q2 2024.
  • Janiczek Wealth Management left its Willis Towers Watson share count unchanged in Q2 2024.
  • Willis Towers Watson made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #468 holding.
  • Janiczek Wealth Management first reported a position in Willis Towers Watson in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Willis Towers Watson position peaked at $48.9K in Q3 2023.
  • 651 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.