Magnus Financial Group’s Willis Towers Watson WTW Stock Holding History

Magnus Financial Group’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
2020 Q3	–	Sell	-1,064	Closed	-$210K	–	646
2020 Q2	$210K	Buy	+1,064	New	+$204K	0.02%	557
2020 Q1	–	Sell	-1,056	Closed	-$213K	–	697
2019 Q4	$213K	Buy	1,056 +6	+0.6%	+$1.15K	0.03%	474
2019 Q3	$203K	Hold	1,050	–	–	0.04%	446
2019 Q2	$201K	Buy	+1,050	New	+$190K	0.04%	466

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

CCM

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Magnus Financial Group's WTW Position: Q3 2020 in Review

Magnus Financial Group sold out of Willis Towers Watson (WTW) in Q3 2020, closing a stake of 1,064 shares — an estimated $210K sold.

Magnus Financial Group first reported a position in WTW in Q2 2019 and held it in 4 quarters. The position peaked at $213K in Q4 2019. 517 funds tracked by Wall St. Rank hold WTW as of Q3 2020.

Magnus Financial Group reported no remaining Willis Towers Watson position as of Q3 2020 after selling out during the quarter.
Magnus Financial Group sold 1,064 Willis Towers Watson shares in Q3 2020, an estimated $210K.
Magnus Financial Group first reported a position in Willis Towers Watson in Q2 2019 and held it in 4 quarters.
Magnus Financial Group's Willis Towers Watson position peaked at $213K in Q4 2019.
517 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2020.

Based on Magnus Financial Group's 13F filing for Q3 2020, filed 5 Nov 2020.