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Prospera Financial Services’s Willis Towers Watson WTW Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-45
Closed -$9K – 1598
2022
Q2 		$9K Sell
45
-6
-12% -$1.29K ﹤0.01% 1372
2022
Q1 		$12K Buy
+51
New +$11.7K ﹤0.01% 1973

Other funds holding WTW

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Prospera Financial Services's WTW Position: Q3 2022 in Review

Prospera Financial Services sold out of Willis Towers Watson (WTW) in Q3 2022, closing a stake of 45 shares — an estimated $9K sold.

Prospera Financial Services first reported a position in WTW in Q1 2022 and held it in 2 quarters. The position peaked at $12K in Q1 2022. 565 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

  • Prospera Financial Services reported no remaining Willis Towers Watson position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 45 Willis Towers Watson shares in Q3 2022, an estimated $9K.
  • Prospera Financial Services first reported a position in Willis Towers Watson in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Willis Towers Watson position peaked at $12K in Q1 2022.
  • 565 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.