Wealthcare Advisory Partners’s Willis Towers Watson WTW Stock Holding History

Wealthcare Advisory Partners’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	-81	Closed	-$19K	–	1887
2021 Q1	$19K	Buy	+81	New	+$17.7K	﹤0.01%	1225
2020 Q2	–	Sell	-40	Closed	-$7K	–	1375
2020 Q1	$7K	Hold	40	–	–	﹤0.01%	1029
2019 Q4	$8K	Hold	40	–	–	﹤0.01%	1018
2019 Q3	$8K	Hold	40	–	–	﹤0.01%	986
2019 Q2	$8K	Hold	40	–	–	﹤0.01%	971
2019 Q1	$7K	Hold	40	–	–	﹤0.01%	906
2018 Q4	$6K	Hold	40	–	–	﹤0.01%	909
2018 Q3	$6K	Sell	40 -4	-9%	-$605	﹤0.01%	966
2018 Q2	$7K	Buy	44 +4	+10%	+$609	﹤0.01%	934
2018 Q1	$6K	Buy	+40	New	+$6.28K	﹤0.01%	813

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return