Symmetry Partners’s Willis Towers Watson WTW Stock Holding History

Symmetry Partners’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
2024 Q3	–	Sell	-1,328	Closed	-$348K	–	510
2024 Q2	$348K	Hold	1,328	–	–	0.02%	367
2024 Q1	$365K	Buy	+1,328	New	+$349K	0.03%	369
2023 Q4	–	Sell	-1,634	Closed	-$341K	–	561
2023 Q3	$341K	Hold	1,634	–	–	0.02%	405
2023 Q2	$385K	Hold	1,634	–	–	0.02%	406
2023 Q1	$380K	Hold	1,634	–	–	0.02%	403
2022 Q4	$400K	Hold	1,634	–	–	0.02%	387
2022 Q3	$328K	Buy	1,634 +520	+47%	+$107K	0.02%	419
2022 Q2	$220K	Hold	1,114	–	–	0.01%	518
2022 Q1	$263K	Hold	1,114	–	–	0.02%	530
2021 Q4	$265K	Hold	1,114	–	–	0.02%	544
2021 Q3	$271K	Hold	1,114	–	–	0.02%	575
2021 Q2	$256K	Hold	1,114	–	–	0.02%	602
2021 Q1	$255K	Hold	1,114	–	–	0.02%	592
2020 Q4	$235K	Hold	1,114	–	–	0.02%	568
2020 Q3	$233K	Buy	+1,114	New	+$227K	0.02%	540
2020 Q1	–	Sell	-2,084	Closed	-$421K	–	366
2019 Q4	$421K	Buy	+2,084	New	+$399K	0.09%	194

Other funds holding WTW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Symmetry Partners's WTW Position: Q3 2024 in Review

Symmetry Partners sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 1,328 shares — an estimated $348K sold.

Symmetry Partners first reported a position in WTW in Q4 2019 and held it in 16 quarters. The position peaked at $421K in Q4 2019. 671 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

Symmetry Partners reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 1,328 Willis Towers Watson shares in Q3 2024, an estimated $348K.
Symmetry Partners first reported a position in Willis Towers Watson in Q4 2019 and held it in 16 quarters.
Symmetry Partners's Willis Towers Watson position peaked at $421K in Q4 2019.
671 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.