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TCWP’s Willis Towers Watson WTW Stock Holding History

TCWP’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
-21,625
Closed -$5.03M – 258
2023
Q1 		$5.03M Sell
21,625
-123
-0.6% -$29.7K 0.95% 29
2022
Q4 		$5.32M Buy
+21,748
New +$4.97M 1.08% 22
2022
Q2 		– Sell
-24
Closed -$5K – 1774
2022
Q1 		$5K Buy
+24
New +$5.5K ﹤0.01% 1081

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

TCWP's WTW Position: Q2 2023 in Review

TCWP sold out of Willis Towers Watson (WTW) in Q2 2023, closing a stake of 21,625 shares — an estimated $5.03M sold.

TCWP first reported a position in WTW in Q1 2022 and held it in 3 quarters. The position peaked at $5.32M in Q4 2022. 580 funds tracked by Wall St. Rank hold WTW as of Q2 2023.

  • TCWP reported no remaining Willis Towers Watson position as of Q2 2023 after selling out during the quarter.
  • TCWP sold 21,625 Willis Towers Watson shares in Q2 2023, an estimated $5.03M.
  • TCWP first reported a position in Willis Towers Watson in Q1 2022 and held it in 3 quarters.
  • TCWP's Willis Towers Watson position peaked at $5.32M in Q4 2022.
  • 580 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.