Sutton Wealth Advisors’s Willis Towers Watson WTW Stock Holding History

Sutton Wealth Advisors’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 Q3	$8.78K	Buy	42 +33	+367%	+$7.04K	﹤0.01%	495
2023 Q2	$2.12K	Hold	9	–	–	﹤0.01%	690
2023 Q1	$2.09K	Sell	9 -4	-31%	-$967	﹤0.01%	638
2022 Q4	$3.18K	Hold	13	–	–	﹤0.01%	1156
2022 Q3	$2.61K	Sell	13 -1	-7%	-$206	﹤0.01%	1154
2022 Q2	$2.76K	Buy	14 +2	+17%	+$429	﹤0.01%	1139
2022 Q1	$2.83K	Buy	12 +2	+20%	+$458	﹤0.01%	1159
2021 Q4	$2.38K	Hold	10	–	–	﹤0.01%	1180
2021 Q3	$2.33K	Sell	10 -1	-9%	-$223	﹤0.01%	1152
2021 Q2	$2.53K	Hold	11	–	–	﹤0.01%	1137
2021 Q1	$2.52K	Buy	11 +2	+22%	+$436	﹤0.01%	1112
2020 Q4	$1.9K	Buy	9 +3	+50%	+$618	﹤0.01%	1114
2020 Q3	$1.25K	Hold	6	–	–	﹤0.01%	1115
2020 Q2	$1.18K	Hold	6	–	–	﹤0.01%	1108
2020 Q1	$1.02K	Buy	+6	New	+$1.18K	﹤0.01%	1089

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCM

Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return

Sutton Wealth Advisors's WTW Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Willis Towers Watson (WTW) stake by 367% in Q3 2023, buying an estimated $7.04K and bringing the position to 42 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Sutton Wealth Advisors first reported a position in WTW in Q1 2020 and has held it in 15 quarters since. 559 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

Sutton Wealth Advisors held 42 shares of Willis Towers Watson worth $8.78K as of Q3 2023.
Sutton Wealth Advisors bought 33 Willis Towers Watson shares in Q3 2023, an estimated $7.04K.
Willis Towers Watson made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #495 holding.
Sutton Wealth Advisors first reported a position in Willis Towers Watson in Q1 2020 and has held it in 15 quarters since.
559 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.