Kintegral Advisory’s Willis Towers Watson WTW Stock Holding History

Kintegral 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 Q4	–	Sell	-3,519	Closed	-$710K	–	324
2022 Q3	$710K	Hold	3,519	–	–	0.1%	171
2022 Q2	$700K	Buy	3,519 +75	+2%	+$16.1K	0.09%	182
2022 Q1	$816K	Buy	3,444 +77	+2%	+$17.6K	0.09%	179
2021 Q4	$802K	Hold	3,367	–	–	0.08%	186
2021 Q3	$785K	Hold	3,367	–	–	0.09%	176
2021 Q2	$774K	Hold	3,367	–	–	0.09%	187
2021 Q1	$775K	Hold	3,367	–	–	0.1%	175
2020 Q4	$712K	Hold	3,367	–	–	0.1%	178
2020 Q3	$705K	Sell	3,367 -108	-3%	-$22.1K	0.11%	164
2020 Q2	$687K	Hold	3,475	–	–	0.11%	165
2020 Q1	$593K	Buy	3,475 +389	+13%	+$76.5K	0.12%	159
2019 Q4	$625K	Hold	3,086	–	–	0.11%	170
2019 Q3	$598K	Hold	3,086	–	–	0.12%	164
2019 Q2	$593K	Hold	3,086	–	–	0.12%	167
2019 Q1	$542K	Sell	3,086 -81	-3%	-$13.4K	0.11%	174
2018 Q4	$483K	Buy	+3,167	New	+$474K	0.14%	134

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kintegral Advisory's WTW Position: Q4 2022 in Review

Kintegral Advisory sold out of Willis Towers Watson (WTW) in Q4 2022, closing a stake of 3,519 shares — an estimated $710K sold.

Kintegral Advisory first reported a position in WTW in Q4 2018 and held it in 16 quarters. The position peaked at $816K in Q1 2022. 597 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

Kintegral Advisory reported no remaining Willis Towers Watson position as of Q4 2022 after selling out during the quarter.
Kintegral Advisory sold 3,519 Willis Towers Watson shares in Q4 2022, an estimated $710K.
Kintegral Advisory first reported a position in Willis Towers Watson in Q4 2018 and held it in 16 quarters.
Kintegral Advisory's Willis Towers Watson position peaked at $816K in Q1 2022.
597 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on Kintegral Advisory's 13F filing for Q4 2022, filed 14 Feb 2023.