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Waypoint Capital Advisors’s Willis Towers Watson WTW Stock Holding History

Waypoint Capital 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
2024
Q3 		$222K Buy
+754
New +$211K 0.05% 123
2024
Q2 		– Sell
-754
Closed -$207K – 127
2024
Q1 		$207K Buy
+754
New +$198K 0.05% 114

Other funds holding WTW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Waypoint Capital Advisors's WTW Position: Q3 2024 in Review

Waypoint Capital Advisors opened a new position in Willis Towers Watson (WTW) in Q3 2024: 754 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #123 among its holdings. This is a return to the name: Waypoint Capital Advisors previously reported a position in WTW as recently as Q1 2024.

Waypoint Capital Advisors first reported a position in WTW in Q1 2024 and has held it in 2 quarters since. 669 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • Waypoint Capital Advisors held 754 shares of Willis Towers Watson worth $222K as of Q3 2024.
  • Willis Towers Watson was a new Waypoint Capital Advisors position in Q3 2024.
  • Willis Towers Watson made up 0.05% of Waypoint Capital Advisors's portfolio in Q3 2024, its #123 holding.
  • Waypoint Capital Advisors first reported a position in Willis Towers Watson in Q1 2024 and has held it in 2 quarters since.
  • 669 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.