SFS
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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 – 2765
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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return