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MPS Loria Financial Planners’s Willis Towers Watson WTW Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-11
Closed -$2K – 565
2021
Q1 		$2K Hold
11
– – ﹤0.01% 463
2020
Q4 		$2K Buy
+11
New +$2.27K ﹤0.01% 498

Other funds holding WTW

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

MPS Loria Financial Planners's WTW Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Willis Towers Watson (WTW) in Q2 2021, closing a stake of 11 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in WTW in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 550 funds tracked by Wall St. Rank hold WTW as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Willis Towers Watson position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 11 Willis Towers Watson shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Willis Towers Watson in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Willis Towers Watson position peaked at $2K in Q1 2021.
  • 550 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.