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Valmark Advisers’s Willis Towers Watson WTW Stock Holding History

Valmark Advisers’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
2023
Q2 		– Sell
-2,897
Closed -$673K – 493
2023
Q1 		$673K Sell
2,897
-1
-0% -$242 0.01% 274
2022
Q4 		$709K Buy
2,898
+34
+1% +$7.77K 0.02% 256
2022
Q3 		$575K Sell
2,864
-57
-2% -$11.8K 0.01% 264
2022
Q2 		$577K Hold
2,921
– – 0.01% 276
2022
Q1 		$690K Buy
2,921
+34
+1% +$7.79K 0.01% 262
2021
Q4 		$686K Buy
+2,887
New +$683K 0.01% 247

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valmark Advisers's WTW Position: Q2 2023 in Review

Valmark Advisers sold out of Willis Towers Watson (WTW) in Q2 2023, closing a stake of 2,897 shares — an estimated $673K sold.

Valmark Advisers first reported a position in WTW in Q4 2021 and held it in 6 quarters. The position peaked at $709K in Q4 2022. 580 funds tracked by Wall St. Rank hold WTW as of Q2 2023.

  • Valmark Advisers reported no remaining Willis Towers Watson position as of Q2 2023 after selling out during the quarter.
  • Valmark Advisers sold 2,897 Willis Towers Watson shares in Q2 2023, an estimated $673K.
  • Valmark Advisers first reported a position in Willis Towers Watson in Q4 2021 and held it in 6 quarters.
  • Valmark Advisers's Willis Towers Watson position peaked at $709K in Q4 2022.
  • 580 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2023.

Based on Valmark Advisers's 13F filing for Q2 2023, filed 3 Aug 2023.