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Pinnacle Associates’s Willis Towers Watson WTW Stock Holding History

Pinnacle Associates’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
Q3 		– Sell
-1,415
Closed -$333K – 835
2023
Q2 		$333K Sell
1,415
-1,085
-43% -$250K 0.01% 654
2023
Q1 		$581K Buy
2,500
+69
+3% +$16.7K 0.01% 492
2022
Q4 		$595K Sell
2,431
-5
-0.2% -$1.14K 0.01% 479
2022
Q3 		$490K Buy
2,436
+137
+6% +$28.3K 0.01% 499
2022
Q2 		$454K Sell
2,299
-956
-29% -$205K 0.01% 536
2022
Q1 		$769K Sell
3,255
-1,270
-28% -$291K 0.01% 484
2021
Q4 		$1.07M Buy
4,525
+300
+7% +$71K 0.02% 442
2021
Q3 		$982K Buy
+4,225
New +$940K 0.02% 445

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return