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Sowell Financial Services’s Willis Towers Watson WTW Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-84
Closed -$22K – 2760
2021
Q1 		$22K Sell
84
-25
-23% -$5.45K ﹤0.01% 2033
2020
Q4 		$23K Sell
109
-17
-13% -$3.5K ﹤0.01% 1687
2020
Q3 		$26K Sell
126
-3
-2% -$613 ﹤0.01% 1452
2020
Q2 		$25K Sell
129
-33
-20% -$6.32K ﹤0.01% 1398
2020
Q1 		$27K Buy
162
+20
+14% +$3.93K ﹤0.01% 1287
2019
Q4 		$29K Sell
142
-28
-16% -$5.37K ﹤0.01% 1316
2019
Q3 		$33K Buy
+170
New +$33.2K ﹤0.01% 1119

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Sowell Financial Services's WTW Position: Q2 2021 in Review

Sowell Financial Services sold out of Willis Towers Watson (WTW) in Q2 2021, closing a stake of 84 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in WTW in Q3 2019 and held it in 7 quarters. The position peaked at $33K in Q3 2019. 550 funds tracked by Wall St. Rank hold WTW as of Q2 2021.

  • Sowell Financial Services reported no remaining Willis Towers Watson position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 84 Willis Towers Watson shares in Q2 2021, an estimated $22K.
  • Sowell Financial Services first reported a position in Willis Towers Watson in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Willis Towers Watson position peaked at $33K in Q3 2019.
  • 550 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.