Tradition Wealth Management’s Willis Towers Watson WTW Stock Holding History

Tradition Wealth Management’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	-253	Closed	-$61K	–	1199
2023 Q4	$61K	Hold	253	–	–	0.01%	582
2023 Q3	$53K	Sell	253 -1	-0.4%	-$213	0.01%	592
2023 Q2	$60K	Sell	254 -763	-75%	-$176K	0.01%	585
2023 Q1	$236K	Buy	1,017 +1	+0.1%	+$242	0.03%	282
2022 Q4	$248K	Hold	1,016	–	–	0.04%	239
2022 Q3	$204K	Hold	1,016	–	–	0.03%	253
2022 Q2	$201K	Hold	1,016	–	–	0.03%	257
2022 Q1	$240K	Hold	1,016	–	–	0.03%	274
2021 Q4	$241K	Hold	1,016	–	–	0.03%	276
2021 Q3	$236K	Hold	1,016	–	–	0.03%	254
2021 Q2	$234K	Buy	+1,016	New	+$253K	0.04%	263

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return