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Obermeyer Wealth Partners’s Willis Towers Watson WTW Stock Holding History

Obermeyer 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
2023
Q1 		– Sell
-819
Closed -$200K – 242
2022
Q4 		$200K Buy
+819
New +$187K 0.02% 215

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Artisan Partners
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First Eagle Investment Management
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State Street
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Obermeyer Wealth Partners's WTW Position: Q1 2023 in Review

Obermeyer Wealth Partners sold out of Willis Towers Watson (WTW) in Q1 2023, closing a stake of 819 shares — an estimated $200K sold.

Obermeyer Wealth Partners first reported a position in WTW in Q4 2022 and held it in 1 quarter. The position peaked at $200K in Q4 2022. 606 funds tracked by Wall St. Rank hold WTW as of Q1 2023.

  • Obermeyer Wealth Partners reported no remaining Willis Towers Watson position as of Q1 2023 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 819 Willis Towers Watson shares in Q1 2023, an estimated $200K.
  • Obermeyer Wealth Partners first reported a position in Willis Towers Watson in Q4 2022 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Willis Towers Watson position peaked at $200K in Q4 2022.
  • 606 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2023, filed 9 May 2023.