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 $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Tradition Wealth Management's WTW Position: Q1 2024 in Review

Tradition Wealth Management sold out of Willis Towers Watson (WTW) in Q1 2024, closing a stake of 253 shares — an estimated $61K sold.

Tradition Wealth Management first reported a position in WTW in Q2 2021 and held it in 11 quarters. The position peaked at $248K in Q4 2022. 664 funds tracked by Wall St. Rank hold WTW as of Q1 2024.

Tradition Wealth Management reported no remaining Willis Towers Watson position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 253 Willis Towers Watson shares in Q1 2024, an estimated $61K.
Tradition Wealth Management first reported a position in Willis Towers Watson in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's Willis Towers Watson position peaked at $248K in Q4 2022.
664 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.