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

Personal 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
2021
Q3 		– Sell
-8
Closed -$2K – 399
2021
Q2 		$2K Buy
+8
New +$1.99K ﹤0.01% 400
2020
Q1 		– Sell
-8
Closed -$2K – 631
2019
Q4 		$2K Hold
8
– – ﹤0.01% 372
2019
Q3 		$2K Buy
+8
New +$1.56K ﹤0.01% 380

Other funds holding WTW

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Personal Wealth Partners's WTW Position: Q3 2021 in Review

Personal Wealth Partners sold out of Willis Towers Watson (WTW) in Q3 2021, closing a stake of 8 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in WTW in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 563 funds tracked by Wall St. Rank hold WTW as of Q3 2021.

  • Personal Wealth Partners reported no remaining Willis Towers Watson position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 8 Willis Towers Watson shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in Willis Towers Watson in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Willis Towers Watson position peaked at $2K in Q2 2021.
  • 563 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.