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Money Concepts Capital’s Willis Towers Watson WTW Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-152
Closed -$37.2K – 2927
2022
Q4 		$37.2K Buy
+152
New +$34.7K ﹤0.01% 1361

Other funds holding WTW

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Money Concepts Capital's WTW Position: Q1 2023 in Review

Money Concepts Capital sold out of Willis Towers Watson (WTW) in Q1 2023, closing a stake of 152 shares — an estimated $37.2K sold.

Money Concepts Capital first reported a position in WTW in Q4 2022 and held it in 1 quarter. The position peaked at $37.2K in Q4 2022. 606 funds tracked by Wall St. Rank hold WTW as of Q1 2023.

  • Money Concepts Capital reported no remaining Willis Towers Watson position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 152 Willis Towers Watson shares in Q1 2023, an estimated $37.2K.
  • Money Concepts Capital first reported a position in Willis Towers Watson in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Willis Towers Watson position peaked at $37.2K in Q4 2022.
  • 606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.