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Mosaic Family Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Mosaic Family Wealth Partners’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
Q2 		– Sell
-1,135
Closed -$312K – 209
2024
Q1 		$312K Buy
+1,135
New +$299K 0.05% 153

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Mosaic Family Wealth Partners's WTW Position: Q2 2024 in Review

Mosaic Family Wealth Partners sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 1,135 shares — an estimated $312K sold.

Mosaic Family Wealth Partners first reported a position in WTW in Q1 2024 and held it in 1 quarter. The position peaked at $312K in Q1 2024. 650 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • Mosaic Family Wealth Partners reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 1,135 Willis Towers Watson shares in Q2 2024, an estimated $312K.
  • Mosaic Family Wealth Partners first reported a position in Willis Towers Watson in Q1 2024 and held it in 1 quarter.
  • Mosaic Family Wealth Partners's Willis Towers Watson position peaked at $312K in Q1 2024.
  • 650 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2024, filed 6 Aug 2024.