Laffer Tengler Investments’s Willis Towers Watson WTW Stock Holding History

Laffer Tengler 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 Q3	–	Sell	-951	Closed	-$224K	–	400
2023 Q2	$224K	Buy	951 +3	+0.3%	+$691	0.06%	189
2023 Q1	$220K	Buy	948 +35	+4%	+$8.46K	0.06%	190
2022 Q4	$223K	Buy	+913	New	+$209K	0.06%	192
2019 Q2	–	Sell	-15,744	Closed	-$2.77M	–	181
2019 Q1	$2.77M	Hold	15,744	–	–	0.74%	44
2018 Q4	$2.39M	Hold	15,744	–	–	0.71%	53
2018 Q3	$2.22M	Hold	15,744	–	–	0.55%	94
2018 Q2	$2.39M	Hold	15,744	–	–	0.61%	73
2018 Q1	$2.4M	Buy	15,744 +2,182	+16%	+$343K	0.6%	73
2017 Q4	$2.04M	Hold	13,562	–	–	0.51%	88
2017 Q3	$2.09M	Sell	13,562 -975	-7%	-$146K	0.55%	81
2017 Q2	$2.11M	Hold	14,537	–	–	0.54%	79
2017 Q1	$1.9M	Hold	14,537	–	–	0.5%	96
2016 Q4	$1.78M	Buy	14,537 +5,490	+61%	+$685K	0.48%	92
2016 Q3	$1.2M	Hold	9,047	–	–	0.33%	120
2016 Q2	$1.12M	Buy	+9,047	New	+$1.12M	0.32%	132

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

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

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

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Laffer Tengler Investments's WTW Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Willis Towers Watson (WTW) in Q3 2023, closing a stake of 951 shares — an estimated $224K sold.

Laffer Tengler Investments first reported a position in WTW in Q2 2016 and held it in 15 quarters. The position peaked at $2.77M in Q1 2019. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

Laffer Tengler Investments reported no remaining Willis Towers Watson position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 951 Willis Towers Watson shares in Q3 2023, an estimated $224K.
Laffer Tengler Investments first reported a position in Willis Towers Watson in Q2 2016 and held it in 15 quarters.
Laffer Tengler Investments's Willis Towers Watson position peaked at $2.77M in Q1 2019.
559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.