Mutual Advisors’s Willis Towers Watson WTW Stock Holding History

Mutual 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
2023 Q2	–	Sell	-1,774	Closed	-$412K	–	1077
2023 Q1	$412K	Buy	+1,774	New	+$429K	0.02%	684

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mutual Advisors's WTW Position: Q2 2023 in Review

Mutual Advisors sold out of Willis Towers Watson (WTW) in Q2 2023, closing a stake of 1,774 shares — an estimated $412K sold.

Mutual Advisors first reported a position in WTW in Q1 2023 and held it in 1 quarter. The position peaked at $412K in Q1 2023. 580 funds tracked by Wall St. Rank hold WTW as of Q2 2023.

Mutual Advisors reported no remaining Willis Towers Watson position as of Q2 2023 after selling out during the quarter.
Mutual Advisors sold 1,774 Willis Towers Watson shares in Q2 2023, an estimated $412K.
Mutual Advisors first reported a position in Willis Towers Watson in Q1 2023 and held it in 1 quarter.
Mutual Advisors's Willis Towers Watson position peaked at $412K in Q1 2023.
580 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2023.

Based on Mutual Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.