RMR Wealth Builders’s Willis Towers Watson WTW Stock Holding History

RMR Wealth Builders’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 Q2	–	Sell	-405	Closed	-$93K	–	715
2021 Q1	$93K	Buy	405 +1	+0.2%	+$218	0.02%	276
2020 Q4	$85K	Buy	+404	New	+$83.2K	0.04%	215
2020 Q3	–	Sell	-139	Closed	-$27K	–	466
2020 Q2	$27K	Buy	+139	New	+$26.6K	0.02%	284
2019 Q4	$76K	Buy	+375	New	+$71.9K	0.07%	195

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

RMR Wealth Builders's WTW Position: Q2 2021 in Review

RMR Wealth Builders sold out of Willis Towers Watson (WTW) in Q2 2021, closing a stake of 405 shares — an estimated $93K sold.

RMR Wealth Builders first reported a position in WTW in Q4 2019 and held it in 4 quarters. The position peaked at $93K in Q1 2021. 550 funds tracked by Wall St. Rank hold WTW as of Q2 2021.

RMR Wealth Builders reported no remaining Willis Towers Watson position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 405 Willis Towers Watson shares in Q2 2021, an estimated $93K.
RMR Wealth Builders first reported a position in Willis Towers Watson in Q4 2019 and held it in 4 quarters.
RMR Wealth Builders's Willis Towers Watson position peaked at $93K in Q1 2021.
550 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.