New England Guild Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

New England Guild Wealth 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
2022 Q4	$258K	Hold	1,055	–	–	0.14%	62
2022 Q3	$212K	Hold	1,055	–	–	0.13%	66
2022 Q2	$208K	Hold	1,055	–	–	0.13%	69
2022 Q1	$249K	Hold	1,055	–	–	0.13%	65
2021 Q4	$251K	Hold	1,055	–	–	0.13%	66
2021 Q3	$245K	Hold	1,055	–	–	0.13%	60
2021 Q2	$243K	Hold	1,055	–	–	0.13%	60
2021 Q1	$241K	Hold	1,055	–	–	0.14%	59
2020 Q4	$222K	Hold	1,055	–	–	0.13%	56
2020 Q3	$220K	Hold	1,055	–	–	0.15%	49
2020 Q2	$208K	Buy	+1,055	New	+$202K	0.15%	52
2020 Q1	–	Sell	-1,055	Closed	-$213K	–	60
2019 Q4	$213K	Hold	1,055	–	–	0.15%	56
2019 Q3	$204K	Hold	1,055	–	–	0.15%	53
2019 Q2	$202K	Buy	+1,055	New	+$191K	0.15%	53

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

New England Guild Wealth Advisors's WTW Position: Q4 2022 in Review

New England Guild Wealth Advisors held its Willis Towers Watson (WTW) position steady in Q4 2022 at 1,055 shares worth $258K. The position accounts for 0.14% of the portfolio, ranked #62.

New England Guild Wealth Advisors first reported a position in WTW in Q2 2019 and has held it in 14 quarters since. 597 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

New England Guild Wealth Advisors held 1,055 shares of Willis Towers Watson worth $258K as of Q4 2022.
New England Guild Wealth Advisors left its Willis Towers Watson share count unchanged in Q4 2022.
Willis Towers Watson made up 0.14% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #62 holding.
New England Guild Wealth Advisors first reported a position in Willis Towers Watson in Q2 2019 and has held it in 14 quarters since.
597 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.