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Kore Private Wealth’s Willis Towers Watson WTW Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-110
Closed -$21K – 1100
2020
Q2 		$21K Sell
110
-17
-13% -$3.25K ﹤0.01% 641
2020
Q1 		$22K Buy
127
+96
+310% +$18.9K 0.01% 576
2019
Q4 		$6K Buy
+31
New +$5.94K ﹤0.01% 843

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kore Private Wealth's WTW Position: Q3 2020 in Review

Kore Private Wealth sold out of Willis Towers Watson (WTW) in Q3 2020, closing a stake of 110 shares — an estimated $21K sold.

Kore Private Wealth first reported a position in WTW in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q1 2020. 517 funds tracked by Wall St. Rank hold WTW as of Q3 2020.

  • Kore Private Wealth reported no remaining Willis Towers Watson position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 110 Willis Towers Watson shares in Q3 2020, an estimated $21K.
  • Kore Private Wealth first reported a position in Willis Towers Watson in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Willis Towers Watson position peaked at $22K in Q1 2020.
  • 517 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.