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TrueWealth LLC’s Willis Towers Watson WTW Stock Holding History

TrueWealth LLC’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
2020
Q2 		– Sell
-71
Closed -$12K – 778
2020
Q1 		$12K Hold
71
– – 0.01% 435
2019
Q4 		$14K Hold
71
– – 0.01% 425
2019
Q3 		$14K Hold
71
– – 0.01% 421
2019
Q2 		$14K Hold
71
– – 0.01% 423
2019
Q1 		$12K Hold
71
– – 0.01% 438
2018
Q4 		$11K Hold
71
– – 0.01% 434
2018
Q3 		$10K Hold
71
– – ﹤0.01% 494
2018
Q2 		$11K Hold
71
– – 0.01% 472
2018
Q1 		$11K Hold
71
– – 0.01% 440
2017
Q4 		$11K Buy
+71
New +$11.2K 0.01% 495

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueWealth LLC's WTW Position: Q2 2020 in Review

TrueWealth LLC sold out of Willis Towers Watson (WTW) in Q2 2020, closing a stake of 71 shares — an estimated $12K sold.

TrueWealth LLC first reported a position in WTW in Q4 2017 and held it in 10 quarters. The position peaked at $14K in Q4 2019. 503 funds tracked by Wall St. Rank hold WTW as of Q2 2020.

  • TrueWealth LLC reported no remaining Willis Towers Watson position as of Q2 2020 after selling out during the quarter.
  • TrueWealth LLC sold 71 Willis Towers Watson shares in Q2 2020, an estimated $12K.
  • TrueWealth LLC first reported a position in Willis Towers Watson in Q4 2017 and held it in 10 quarters.
  • TrueWealth LLC's Willis Towers Watson position peaked at $14K in Q4 2019.
  • 503 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.