SWS
WTW icon

SYSTM Wealth Solutions’s Willis Towers Watson WTW Stock Holding History

SYSTM Wealth Solutions’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
-16
Closed -$4.21K – 642
2024
Q2 		$4.21K Sell
16
-2,495
-99% -$644K ﹤0.01% 579
2024
Q1 		$692K Sell
2,511
-409
-14% -$108K 0.09% 248
2023
Q4 		$706K Sell
2,920
-542
-16% -$125K 0.1% 237
2023
Q3 		$723K Sell
3,462
-225
-6% -$48K 0.11% 227
2023
Q2 		$868K Sell
3,687
-302
-8% -$69.6K 0.12% 228
2023
Q1 		$927K Sell
3,989
-351
-8% -$84.9K 0.14% 187
2022
Q4 		$1.06M Buy
+4,340
New +$992K 0.13% 196

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

SYSTM Wealth Solutions's WTW Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 16 shares — an estimated $4.21K sold.

SYSTM Wealth Solutions first reported a position in WTW in Q4 2022 and held it in 7 quarters. The position peaked at $1.06M in Q4 2022. 669 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 16 Willis Towers Watson shares in Q3 2024, an estimated $4.21K.
  • SYSTM Wealth Solutions first reported a position in Willis Towers Watson in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Willis Towers Watson position peaked at $1.06M in Q4 2022.
  • 669 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.