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Smart Money Group’s Willis Towers Watson WTW Stock Holding History

Smart Money Group’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
2020
Q4 		– Sell
-17,164
Closed -$3.58M – 92
2020
Q3 		$3.58M Buy
17,164
+8,582
+100% +$1.75M 1.54% 21
2020
Q2 		$1.69M Hold
8,582
– – 1% 31
2020
Q1 		$1.46M Hold
8,582
– – 1.02% 30
2019
Q4 		$1.73M Hold
8,582
– – 1.01% 28
2019
Q3 		$1.66M Hold
8,582
– – 1.33% 22
2019
Q2 		$1.64M Hold
8,582
– – 1.36% 20
2019
Q1 		$1.51M Hold
8,582
– – 1.32% 22
2018
Q4 		$1.3M Hold
8,582
– – 1.35% 26
2018
Q3 		$1.21M Hold
8,582
– – 1.1% 28
2018
Q2 		$1.3M Hold
8,582
– – 1.17% 27
2018
Q1 		$1.31M Buy
+8,582
New +$1.35M 1.33% 26

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Smart Money Group's WTW Position: Q4 2020 in Review

Smart Money Group sold out of Willis Towers Watson (WTW) in Q4 2020, closing a stake of 17,164 shares — an estimated $3.58M sold.

Smart Money Group first reported a position in WTW in Q1 2018 and held it in 11 quarters. The position peaked at $3.58M in Q3 2020. 544 funds tracked by Wall St. Rank hold WTW as of Q4 2020.

  • Smart Money Group reported no remaining Willis Towers Watson position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 17,164 Willis Towers Watson shares in Q4 2020, an estimated $3.58M.
  • Smart Money Group first reported a position in Willis Towers Watson in Q1 2018 and held it in 11 quarters.
  • Smart Money Group's Willis Towers Watson position peaked at $3.58M in Q3 2020.
  • 544 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.