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Level Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-343
Closed -$82.7K – 261
2023
Q4 		$82.7K Hold
343
– – 0.04% 93
2023
Q3 		$71.7K Hold
343
– – 0.04% 94
2023
Q2 		$80.8K Sell
343
-112
-25% -$25.8K 0.05% 88
2023
Q1 		$106K Hold
455
– – 0.06% 69
2022
Q4 		$111K Sell
455
-45
-9% -$10.3K 0.07% 67
2022
Q3 		$100K Hold
500
– – 0.07% 71
2022
Q2 		$99K Buy
+500
New +$107K 0.07% 75

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Level Financial Advisors's WTW Position: Q1 2024 in Review

Level Financial Advisors sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 343 shares — an estimated $82.7K sold.

Level Financial Advisors first reported a position in WTW in Q2 2022 and held it in 7 quarters. The position peaked at $111K in Q4 2022. 664 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

  • Level Financial Advisors reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 343 Willis Towers Watson shares in Q1 2024, an estimated $82.7K.
  • Level Financial Advisors first reported a position in Willis Towers Watson in Q2 2022 and held it in 7 quarters.
  • Level Financial Advisors's Willis Towers Watson position peaked at $111K in Q4 2022.
  • 664 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.