Sargent Bickham Lagudis’s Willis Towers Watson WTW Stock Holding History

Sargent Bickham Lagudis’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 Q4	–	Sell	-26	Closed	-$5K	–	1094
2022 Q3	$5K	Sell	26 -13	-33%	-$2.68K	﹤0.01%	792
2022 Q2	$8K	Buy	+39	New	+$8.36K	﹤0.01%	736
2022 Q1	–	Sell	-26	Closed	-$6K	–	1028
2021 Q4	$6K	Hold	26	–	–	﹤0.01%	785
2021 Q3	$6K	Hold	26	–	–	﹤0.01%	799
2021 Q2	$6K	Hold	26	–	–	﹤0.01%	787
2021 Q1	$6K	Buy	+26	New	+$5.67K	﹤0.01%	782

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sargent Bickham Lagudis's WTW Position: Q4 2022 in Review

Sargent Bickham Lagudis sold out of Willis Towers Watson (WTW) in Q4 2022, closing a stake of 26 shares — an estimated $5K sold.

Sargent Bickham Lagudis first reported a position in WTW in Q1 2021 and held it in 6 quarters. The position peaked at $8K in Q2 2022. 597 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

Sargent Bickham Lagudis reported no remaining Willis Towers Watson position as of Q4 2022 after selling out during the quarter.
Sargent Bickham Lagudis sold 26 Willis Towers Watson shares in Q4 2022, an estimated $5K.
Sargent Bickham Lagudis first reported a position in Willis Towers Watson in Q1 2021 and held it in 6 quarters.
Sargent Bickham Lagudis's Willis Towers Watson position peaked at $8K in Q2 2022.
597 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.