KCS Wealth Advisory’s Willis Towers Watson WTW Stock Holding History

KCS Wealth Advisory’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 Q2	–	Sell	-1,064	Closed	-$251K	–	174
2022 Q1	$251K	Sell	1,064 -1,749	-62%	-$400K	0.12%	145
2021 Q4	$668K	Buy	2,813 +112	+4%	+$26.5K	0.27%	98
2021 Q3	$628K	Sell	2,701 -184	-6%	-$41K	0.3%	88
2021 Q2	$664K	Buy	2,885 +86	+3%	+$21.4K	0.31%	91
2021 Q1	$641K	Buy	+2,799	New	+$610K	0.33%	88

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

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 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

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

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

KCS Wealth Advisory's WTW Position: Q2 2022 in Review

KCS Wealth Advisory sold out of Willis Towers Watson (WTW) in Q2 2022, closing a stake of 1,064 shares — an estimated $251K sold.

KCS Wealth Advisory first reported a position in WTW in Q1 2021 and held it in 5 quarters. The position peaked at $668K in Q4 2021. 574 funds tracked by Wall St. Rank hold WTW as of Q2 2022.

KCS Wealth Advisory reported no remaining Willis Towers Watson position as of Q2 2022 after selling out during the quarter.
KCS Wealth Advisory sold 1,064 Willis Towers Watson shares in Q2 2022, an estimated $251K.
KCS Wealth Advisory first reported a position in Willis Towers Watson in Q1 2021 and held it in 5 quarters.
KCS Wealth Advisory's Willis Towers Watson position peaked at $668K in Q4 2021.
574 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2022.

Based on KCS Wealth Advisory's 13F filing for Q2 2022, filed 22 Jul 2022.