Kula Investments’s Willis Towers Watson WTW Stock Holding History

Kula Investments’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	$398K	Buy	+1,714	New	+$414K	0.1%	365

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

Kula Investments's WTW Position: Q1 2023 in Review

Kula Investments opened a new position in Willis Towers Watson (WTW) in Q1 2023: 1,714 shares worth $398K. The stake represents 0.1% of the portfolio and ranks #365 among its holdings.

606 funds tracked by Wall St. Rank hold WTW as of Q1 2023.

Kula Investments held 1,714 shares of Willis Towers Watson worth $398K as of Q1 2023.
Willis Towers Watson was a new Kula Investments position in Q1 2023.
Willis Towers Watson made up 0.1% of Kula Investments's portfolio in Q1 2023, its #365 holding.
606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.