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

Triad 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
Q3 		– Sell
-46
Closed -$12.1K – 957
2024
Q2 		$12.1K Buy
+46
New +$11.9K 0.01% 428

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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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Triad Wealth Partners's WTW Position: Q3 2024 in Review

Triad Wealth Partners sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 46 shares — an estimated $12.1K sold.

Triad Wealth Partners first reported a position in WTW in Q2 2024 and held it in 1 quarter. The position peaked at $12.1K in Q2 2024. 669 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • Triad Wealth Partners reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 46 Willis Towers Watson shares in Q3 2024, an estimated $12.1K.
  • Triad Wealth Partners first reported a position in Willis Towers Watson in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Willis Towers Watson position peaked at $12.1K in Q2 2024.
  • 669 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.