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Systematic Alpha Investments’s Willis Towers Watson WTW Stock Holding History

Systematic Alpha Investments’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
Q1 		– Sell
-369
Closed -$89K – 279
2023
Q4 		$89K Buy
+369
New +$85.3K ﹤0.01% 255
2022
Q1 		– Sell
-4,209
Closed -$1M – 249
2021
Q4 		$1M Hold
4,209
– – 0.05% 106
2021
Q3 		$1.02M Hold
4,209
– – 0.04% 110
2021
Q2 		$918K Hold
4,209
– – 0.04% 107
2021
Q1 		$963K Hold
4,209
– – 0.06% 94
2020
Q4 		$887K Buy
+4,209
New +$867K 0.1% 80

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
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

Systematic Alpha Investments's WTW Position: Q1 2024 in Review

Systematic Alpha Investments sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 369 shares — an estimated $89K sold.

Systematic Alpha Investments first reported a position in WTW in Q4 2020 and held it in 6 quarters. The position peaked at $1.02M in Q3 2021. 664 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

  • Systematic Alpha Investments reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
  • Systematic Alpha Investments sold 369 Willis Towers Watson shares in Q1 2024, an estimated $89K.
  • Systematic Alpha Investments first reported a position in Willis Towers Watson in Q4 2020 and held it in 6 quarters.
  • Systematic Alpha Investments's Willis Towers Watson position peaked at $1.02M in Q3 2021.
  • 664 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on Systematic Alpha Investments's 13F filing for Q1 2024, filed 13 May 2024.