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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 $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Pinnacle Associates's WTW Position: Q3 2023 in Review

Pinnacle Associates sold out of Willis Towers Watson (WTW) in Q3 2023, closing a stake of 1,415 shares — an estimated $333K sold.

Pinnacle Associates first reported a position in WTW in Q3 2021 and held it in 8 quarters. The position peaked at $1.07M in Q4 2021. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

  • Pinnacle Associates reported no remaining Willis Towers Watson position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Associates sold 1,415 Willis Towers Watson shares in Q3 2023, an estimated $333K.
  • Pinnacle Associates first reported a position in Willis Towers Watson in Q3 2021 and held it in 8 quarters.
  • Pinnacle Associates's Willis Towers Watson position peaked at $1.07M in Q4 2021.
  • 559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Pinnacle Associates's 13F filing for Q3 2023, filed 24 Oct 2023.