JT Stratford LLC’s Willis Towers Watson WTW Stock Holding History

JT Stratford LLC’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 Q1	–	Sell	-1,424	Closed	-$348K	–	247
2022 Q4	$348K	Buy	+1,424	New	+$325K	0.11%	174

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JT Stratford LLC's WTW Position: Q1 2023 in Review

JT Stratford LLC sold out of Willis Towers Watson (WTW) in Q1 2023, closing a stake of 1,424 shares — an estimated $348K sold.

JT Stratford LLC first reported a position in WTW in Q4 2022 and held it in 1 quarter. The position peaked at $348K in Q4 2022. 606 funds tracked by Wall St. Rank hold WTW as of Q1 2023.

JT Stratford LLC reported no remaining Willis Towers Watson position as of Q1 2023 after selling out during the quarter.
JT Stratford LLC sold 1,424 Willis Towers Watson shares in Q1 2023, an estimated $348K.
JT Stratford LLC first reported a position in Willis Towers Watson in Q4 2022 and held it in 1 quarter.
JT Stratford LLC's Willis Towers Watson position peaked at $348K in Q4 2022.
606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2023.

Based on JT Stratford LLC's 13F filing for Q1 2023, filed 10 May 2023.