Oliver Lagore Vanvalin Investment Group’s Willis Towers Watson WTW Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024 Q2	–	Sell	-19	Closed	-$5.22K	–	825
2024 Q1	$5.22K	Buy	19 +12	+171%	+$3.16K	﹤0.01%	503
2023 Q4	$1.69K	Hold	7	–	–	﹤0.01%	643
2023 Q3	$1.46K	Hold	7	–	–	﹤0.01%	721
2023 Q2	$1.65K	Hold	7	–	–	﹤0.01%	666
2023 Q1	$1.63K	Hold	7	–	–	﹤0.01%	599
2022 Q4	$1.71K	Sell	7 -3	-30%	-$685	﹤0.01%	568
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	546
2022 Q2	$2K	Buy	10 +3	+43%	+$643	﹤0.01%	520
2022 Q1	$2K	Buy	+7	New	+$1.6K	﹤0.01%	519

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WTW Position: Q2 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 19 shares — an estimated $5.22K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in WTW in Q1 2022 and held it in 9 quarters. The position peaked at $5.22K in Q1 2024. 650 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

Oliver Lagore Vanvalin Investment Group reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 19 Willis Towers Watson shares in Q2 2024, an estimated $5.22K.
Oliver Lagore Vanvalin Investment Group first reported a position in Willis Towers Watson in Q1 2022 and held it in 9 quarters.
Oliver Lagore Vanvalin Investment Group's Willis Towers Watson position peaked at $5.22K in Q1 2024.
650 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2024, filed 15 Aug 2024.