Simplicity Solutions’s Willis Towers Watson WTW Stock Holding History

Simplicity Solutions’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 Q4	$572K	Buy	2,371 +173	+8%	+$40K	0.02%	618
2023 Q3	$459K	Sell	2,198 -441	-17%	-$94.1K	0.01%	624
2023 Q2	$621K	Sell	2,639 -21	-0.8%	-$4.84K	0.02%	599
2023 Q1	$618K	Buy	2,660 +1,688	+174%	+$408K	0.02%	622
2022 Q4	$238K	Buy	+972	New	+$222K	0.03%	566
2019 Q2	–	Sell	-2,207	Closed	-$388K	–	889
2019 Q1	$388K	Buy	+2,207	New	+$366K	0.02%	468

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Simplicity Solutions's WTW Position: Q4 2023 in Review

Simplicity Solutions increased its Willis Towers Watson (WTW) stake by 7.9% in Q4 2023, buying an estimated $40K and bringing the position to 2,371 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #618.

Simplicity Solutions first reported a position in WTW in Q1 2019 and has held it in 6 quarters since. The position peaked at $621K in Q2 2023. 630 funds tracked by Wall St. Rank hold WTW as of Q4 2023.

Simplicity Solutions held 2,371 shares of Willis Towers Watson worth $572K as of Q4 2023.
Simplicity Solutions bought 173 Willis Towers Watson shares in Q4 2023, an estimated $40K.
Willis Towers Watson made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #618 holding.
Simplicity Solutions first reported a position in Willis Towers Watson in Q1 2019 and has held it in 6 quarters since.
Simplicity Solutions's Willis Towers Watson position peaked at $621K in Q2 2023.
630 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.