Loring Wolcott & Coolidge Fiduciary Advisors’s Willis Towers Watson WTW Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q3	–	Sell	-43	Closed	-$11.4K	–	598
2024 Q2	$11.4K	Buy	+43	New	+$11.1K	﹤0.01%	485
2022 Q3	–	Sell	-43	Closed	-$8K	–	646
2022 Q2	$8K	Buy	+43	New	+$9.22K	﹤0.01%	561
2021 Q1	–	Sell	-172	Closed	-$36K	–	720
2020 Q4	$36K	Buy	+172	New	+$35.4K	﹤0.01%	456
2017 Q4	–	Sell	-7	Closed	-$1K	–	885
2017 Q3	$1K	Sell	7 -34	-83%	-$5.08K	﹤0.01%	755
2017 Q2	$6K	Buy	+41	New	+$5.73K	﹤0.01%	573

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WTW Position: Q3 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 43 shares — an estimated $11.4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WTW in Q2 2017 and held it in 5 quarters. The position peaked at $36K in Q4 2020. 670 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 43 Willis Towers Watson shares in Q3 2024, an estimated $11.4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Willis Towers Watson in Q2 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Willis Towers Watson position peaked at $36K in Q4 2020.
670 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.