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Paces Ferry Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-16
Closed -$3K – 1120
2020
Q3 		$3K Buy
+16
New +$3.27K ﹤0.01% 624

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Paces Ferry Wealth Advisors's WTW Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Willis Towers Watson (WTW) in Q4 2020, closing a stake of 16 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in WTW in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 544 funds tracked by Wall St. Rank hold WTW as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Willis Towers Watson position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 16 Willis Towers Watson shares in Q4 2020, an estimated $3K.
  • Paces Ferry Wealth Advisors first reported a position in Willis Towers Watson in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Willis Towers Watson position peaked at $3K in Q3 2020.
  • 544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.