Valeo Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1	Closed	–	–	1849
2021 Q1	$0	Buy	+1	New	+$218	﹤0.01%	2205
2020 Q4	–	Sell	-10	Closed	-$2K	–	1875
2020 Q3	$2K	Sell	10 -23	-70%	-$4.7K	﹤0.01%	1440
2020 Q2	$6K	Buy	33 +6	+22%	+$1.15K	﹤0.01%	1480
2020 Q1	$5K	Buy	+27	New	+$5.31K	﹤0.01%	1323
2018 Q2	–	Sell	-45	Closed	-$7K	–	1768
2018 Q1	$7K	Buy	+45	New	+$7.06K	﹤0.01%	1049
2017 Q4	–	Sell	-30	Closed	-$5K	–	1438
2017 Q3	$5K	Buy	+30	New	+$4.48K	﹤0.01%	889

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Valeo Financial Advisors's WTW Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Willis Towers Watson (WTW) in Q2 2021, closing a stake of 1 share.

Valeo Financial Advisors first reported a position in WTW in Q3 2017 and held it in 6 quarters. The position peaked at $7K in Q1 2018. 550 funds tracked by Wall St. Rank hold WTW as of Q2 2021.

Valeo Financial Advisors reported no remaining Willis Towers Watson position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1 Willis Towers Watson share in Q2 2021.
Valeo Financial Advisors first reported a position in Willis Towers Watson in Q3 2017 and held it in 6 quarters.
Valeo Financial Advisors's Willis Towers Watson position peaked at $7K in Q1 2018.
550 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.