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Simplicity Wealth’s Willis Towers Watson WTW Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-2,428
Closed -$636K – 1231
2024
Q2 		$636K Sell
2,428
-31
-1% -$8K 0.01% 662
2024
Q1 		$676K Buy
+2,459
New +$647K 0.02% 634

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Simplicity Wealth's WTW Position: Q3 2024 in Review

Simplicity Wealth sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 2,428 shares — an estimated $636K sold.

Simplicity Wealth first reported a position in WTW in Q1 2024 and held it in 2 quarters. The position peaked at $676K in Q1 2024. 669 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • Simplicity Wealth reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 2,428 Willis Towers Watson shares in Q3 2024, an estimated $636K.
  • Simplicity Wealth first reported a position in Willis Towers Watson in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Willis Towers Watson position peaked at $676K in Q1 2024.
  • 669 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.