Next Financial Group’s Willis Towers Watson WTW Stock Holding History

Next Financial Group’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 Q4	$1K	Buy	4 +1	+33%	+$237	﹤0.01%	2817
2021 Q3	$1K	Buy	+3	New	+$668	﹤0.01%	2699
2021 Q2	–	Sell	-3	Closed	-$1K	–	2726
2021 Q1	$1K	Sell	3 -10	-77%	-$2.18K	﹤0.01%	2480
2020 Q4	$3K	Buy	13 +1	+8%	+$206	﹤0.01%	2141
2020 Q3	$3K	Buy	+12	New	+$2.45K	﹤0.01%	1993
2019 Q3	–	Sell	-3	Closed	-$1K	–	2442
2019 Q2	$1K	Sell	3 -1,172	-100%	-$212K	﹤0.01%	2261
2019 Q1	$206K	Buy	+1,175	New	+$195K	0.05%	354
2015 Q4	–	Sell	-5	Closed	–	–	1967
2015 Q3	$0	Hold	5	–	–	﹤0.01%	1980
2015 Q2	$0	Hold	5	–	–	﹤0.01%	1979
2015 Q1	$0	Hold	5	–	–	﹤0.01%	1976
2014 Q4	$1K	Hold	5	–	–	﹤0.01%	1843
2014 Q3	$0	Buy	+5	New	+$556	﹤0.01%	2570

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

EIG

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Next Financial Group's WTW Position: Q4 2021 in Review

Next Financial Group increased its Willis Towers Watson (WTW) stake by 33% in Q4 2021, buying an estimated $237 and bringing the position to 4 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2817.

Next Financial Group first reported a position in WTW in Q3 2014 and has held it in 12 quarters since. The position peaked at $206K in Q1 2019. 580 funds tracked by Wall St. Rank hold WTW as of Q4 2021.

Next Financial Group held 4 shares of Willis Towers Watson worth $1K as of Q4 2021.
Next Financial Group bought 1 Willis Towers Watson share in Q4 2021, an estimated $237.
Willis Towers Watson made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2817 holding.
Next Financial Group first reported a position in Willis Towers Watson in Q3 2014 and has held it in 12 quarters since.
Next Financial Group's Willis Towers Watson position peaked at $206K in Q1 2019.
580 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.