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VisionPoint Advisory Group’s Willis Towers Watson WTW Stock Holding History

VisionPoint Advisory Group’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
-10
Closed -$2.62K – 792
2024
Q2 		$2.62K Buy
10
+2
+25% +$516 ﹤0.01% 631
2024
Q1 		$2.2K Sell
8
-1
-11% -$263 ﹤0.01% 667
2023
Q4 		$2.17K Sell
9
-14
-61% -$3.24K ﹤0.01% 616
2023
Q3 		$4.81K Hold
23
– – ﹤0.01% 501
2023
Q2 		$5.42K Buy
+23
New +$5.3K ﹤0.01% 443

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
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 $3.37T AUM 44.26% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

VisionPoint Advisory Group's WTW Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 10 shares — an estimated $2.62K sold.

VisionPoint Advisory Group first reported a position in WTW in Q2 2023 and held it in 5 quarters. The position peaked at $5.42K in Q2 2023. 671 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 10 Willis Towers Watson shares in Q3 2024, an estimated $2.62K.
  • VisionPoint Advisory Group first reported a position in Willis Towers Watson in Q2 2023 and held it in 5 quarters.
  • VisionPoint Advisory Group's Willis Towers Watson position peaked at $5.42K in Q2 2023.
  • 671 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.