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Laurel Wealth Advisors (California)’s Willis Towers Watson WTW Stock Holding History

Laurel Wealth Advisors (California)’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 		$334K Hold
1,367
– – 0.03% 472
2022
Q3 		$275K Buy
1,367
+170
+14% +$35.1K 0.03% 510
2022
Q2 		$237K Buy
1,197
+317
+36% +$68K 0.02% 577
2022
Q1 		$208K Buy
+880
New +$201K 0.02% 711

Other funds holding WTW

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (California)'s WTW Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Willis Towers Watson (WTW) position steady in Q4 2022 at 1,367 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #472.

Laurel Wealth Advisors (California) first reported a position in WTW in Q1 2022 and has held it in 4 quarters since. 597 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,367 shares of Willis Towers Watson worth $334K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its Willis Towers Watson share count unchanged in Q4 2022.
  • Willis Towers Watson made up 0.03% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #472 holding.
  • Laurel Wealth Advisors (California) first reported a position in Willis Towers Watson in Q1 2022 and has held it in 4 quarters since.
  • 597 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.