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Regent Peak Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-206
Closed -$43K – 1016
2020
Q4 		$43K Buy
+206
New +$42.4K 0.01% 330

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
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
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Regent Peak Wealth Advisors's WTW Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Willis Towers Watson (WTW) in Q1 2021, closing a stake of 206 shares — an estimated $43K sold.

Regent Peak Wealth Advisors first reported a position in WTW in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 544 funds tracked by Wall St. Rank hold WTW as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Willis Towers Watson position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 206 Willis Towers Watson shares in Q1 2021, an estimated $43K.
  • Regent Peak Wealth Advisors first reported a position in Willis Towers Watson in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Willis Towers Watson position peaked at $43K in Q4 2020.
  • 544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.