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 $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

Wealthcare Advisory Partners's WTW Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Willis Towers Watson (WTW) in Q2 2021, closing a stake of 81 shares — an estimated $19K sold.

Wealthcare Advisory Partners first reported a position in WTW in Q1 2018 and held it in 10 quarters. The position peaked at $19K in Q1 2021. 550 funds tracked by Wall St. Rank hold WTW as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Willis Towers Watson position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 81 Willis Towers Watson shares in Q2 2021, an estimated $19K.
Wealthcare Advisory Partners first reported a position in Willis Towers Watson in Q1 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's Willis Towers Watson position peaked at $19K in Q1 2021.
550 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.