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Safeguard Financial’s Willis Towers Watson WTW Stock Holding History

Safeguard Financial’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
-56
Closed -$13K – 562
2023
Q2 		$13K Buy
+56
New +$12.9K 0.01% 312

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 $3.38T AUM 44.17% 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

Safeguard Financial's WTW Position: Q3 2023 in Review

Safeguard Financial sold out of Willis Towers Watson (WTW) in Q3 2023, closing a stake of 56 shares — an estimated $13K sold.

Safeguard Financial first reported a position in WTW in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

  • Safeguard Financial reported no remaining Willis Towers Watson position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 56 Willis Towers Watson shares in Q3 2023, an estimated $13K.
  • Safeguard Financial first reported a position in Willis Towers Watson in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Willis Towers Watson position peaked at $13K in Q2 2023.
  • 559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.