Lenox Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Lenox Wealth Advisors’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 Q1	–	Sell	-9	Closed	-$2K	–	1016
2021 Q4	$2K	Buy	+9	New	+$2.13K	﹤0.01%	772
2020 Q1	–	Sell	-1	Closed	–	–	949
2019 Q4	$0	Buy	+1	New	+$192	﹤0.01%	830
2019 Q2	–	Sell	-12	Closed	-$2K	–	584
2019 Q1	$2K	Buy	+12	New	+$1.99K	﹤0.01%	549
2018 Q3	–	Sell	-42	Closed	-$6K	–	526
2018 Q2	$6K	Buy	+42	New	+$6.39K	﹤0.01%	440
2016 Q4	–	Sell	-2,963	Closed	-$393K	–	193
2016 Q3	$393K	Hold	2,963	–	–	0.12%	23
2016 Q2	$368K	Hold	2,963	–	–	0.11%	26
2016 Q1	$352K	Buy	+2,963	New	+$341K	0.11%	25

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's WTW Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Willis Towers Watson (WTW) in Q1 2022, closing a stake of 9 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in WTW in Q1 2016 and held it in 7 quarters. The position peaked at $393K in Q3 2016. 549 funds tracked by Wall St. Rank hold WTW as of Q1 2022.

Lenox Wealth Advisors reported no remaining Willis Towers Watson position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 9 Willis Towers Watson shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Willis Towers Watson in Q1 2016 and held it in 7 quarters.
Lenox Wealth Advisors's Willis Towers Watson position peaked at $393K in Q3 2016.
549 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.