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SteelPeak Wealth’s Willis Towers Watson WTW Stock Holding History

SteelPeak 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
2023
Q2 		– Sell
-7,423
Closed -$1.73M – 506
2023
Q1 		$1.73M Buy
7,423
+6,323
+575% +$1.53M 0.12% 130
2022
Q4 		$270K Buy
+1,100
New +$251K 0.02% 324

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SteelPeak Wealth's WTW Position: Q2 2023 in Review

SteelPeak Wealth sold out of Willis Towers Watson (WTW) in Q2 2023, closing a stake of 7,423 shares — an estimated $1.73M sold.

SteelPeak Wealth first reported a position in WTW in Q4 2022 and held it in 2 quarters. The position peaked at $1.73M in Q1 2023. 580 funds tracked by Wall St. Rank hold WTW as of Q2 2023.

  • SteelPeak Wealth reported no remaining Willis Towers Watson position as of Q2 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 7,423 Willis Towers Watson shares in Q2 2023, an estimated $1.73M.
  • SteelPeak Wealth first reported a position in Willis Towers Watson in Q4 2022 and held it in 2 quarters.
  • SteelPeak Wealth's Willis Towers Watson position peaked at $1.73M in Q1 2023.
  • 580 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2023.

Based on SteelPeak Wealth's 13F filing for Q2 2023, filed 3 Aug 2023.