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Tiedemann Advisors’s Willis Towers Watson WTW Stock Holding History

Tiedemann Advisors’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
Q3 		$678K Hold
3,234
– – 0.03% 145
2023
Q2 		$764K Hold
3,234
– – 0.03% 135
2023
Q1 		$754K Hold
3,234
– – 0.03% 129
2022
Q4 		$794K Hold
3,234
– – 0.04% 134
2022
Q3 		$652K Hold
3,234
– – 0.04% 137
2022
Q2 		$641K Sell
3,234
-12
-0.4% -$2.57K 0.05% 141
2022
Q1 		$770K Buy
3,246
+12
+0.4% +$2.75K 0.04% 159
2021
Q4 		$771K Hold
3,234
– – 0.04% 159
2021
Q3 		$754K Sell
3,234
-1
-0% -$223 0.04% 159
2021
Q2 		$744K Sell
3,235
-15
-0.5% -$3.73K 0.03% 193
2021
Q1 		$746K Buy
3,250
+16
+0.5% +$3.49K 0.03% 184
2020
Q4 		$684K Hold
3,234
– – 0.03% 183
2020
Q3 		$678K Sell
3,234
-1
-0% -$204 0.03% 206
2020
Q2 		$639K Sell
3,235
-159
-5% -$30.4K 0.03% 199
2020
Q1 		$579K Buy
3,394
+2
+0.1% +$393 0.04% 195
2019
Q4 		$688K Sell
3,392
-5
-0.1% -$958 0.03% 190
2019
Q3 		$658K Sell
3,397
-56
-2% -$10.9K 0.03% 205
2019
Q2 		$664K Buy
3,453
+62
+2% +$11.2K 0.03% 183
2019
Q1 		$598K Buy
3,391
+7
+0.2% +$1.16K 0.03% 280
2018
Q4 		$516K Hold
3,384
– – 0.03% 282
2018
Q3 		$479K Hold
3,384
– – 0.03% 231
2018
Q2 		$515K Hold
3,384
– – 0.03% 221
2018
Q1 		$517K Hold
3,384
– – 0.04% 196
2017
Q4 		$512K Sell
3,384
-500
-13% -$79K 0.04% 155
2017
Q3 		$601K Buy
+3,884
New +$580K 0.05% 191

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Tiedemann Advisors's WTW Position: Q3 2023 in Review

Tiedemann Advisors held its Willis Towers Watson (WTW) position steady in Q3 2023 at 3,234 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #145.

Tiedemann Advisors first reported a position in WTW in Q3 2017 and has held it in 25 quarters since. The position peaked at $794K in Q4 2022. 558 funds tracked by Wall St. Rank hold WTW as of Q3 2023.

  • Tiedemann Advisors held 3,234 shares of Willis Towers Watson worth $678K as of Q3 2023.
  • Tiedemann Advisors left its Willis Towers Watson share count unchanged in Q3 2023.
  • Willis Towers Watson made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #145 holding.
  • Tiedemann Advisors first reported a position in Willis Towers Watson in Q3 2017 and has held it in 25 quarters since.
  • Tiedemann Advisors's Willis Towers Watson position peaked at $794K in Q4 2022.
  • 558 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.