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TFO Wealth Partners’s Willis Towers Watson WTW Stock Holding History

TFO Wealth 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
Q2 		– Sell
-2
Closed -$550 – 763
2024
Q1 		$550 Sell
2
-1
-33% -$263 ﹤0.01% 240
2023
Q4 		$724 Sell
3
-2
-40% -$462 ﹤0.01% 254
2023
Q3 		$1.18K Buy
5
+3
+150% +$640 ﹤0.01% 256
2023
Q2 		$471 Hold
2
– – ﹤0.01% 295
2023
Q1 		$465 Sell
2
-1
-33% -$242 ﹤0.01% 264
2022
Q4 		$41 Buy
+3
New +$685 ﹤0.01% 877

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

TFO Wealth Partners's WTW Position: Q2 2024 in Review

TFO Wealth Partners sold out of Willis Towers Watson (WTW) in Q2 2024, closing a stake of 2 shares — an estimated $550 sold.

TFO Wealth Partners first reported a position in WTW in Q4 2022 and held it in 6 quarters. The position peaked at $1.18K in Q3 2023. 651 funds tracked by Wall St. Rank hold WTW as of Q2 2024.

  • TFO Wealth Partners reported no remaining Willis Towers Watson position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Willis Towers Watson shares in Q2 2024, an estimated $550.
  • TFO Wealth Partners first reported a position in Willis Towers Watson in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Willis Towers Watson position peaked at $1.18K in Q3 2023.
  • 651 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.