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Wealthspire Advisors (Maryland)’s Willis Towers Watson WTW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-271
Closed -$48K – 2068
2019
Q1 		$48K Sell
271
-10
-4% -$1.66K ﹤0.01% 916
2018
Q4 		$43K Buy
281
+26
+10% +$3.89K ﹤0.01% 932
2018
Q3 		$36K Buy
255
+2
+0.8% +$302 ﹤0.01% 1082
2018
Q2 		$38K Sell
253
-10
-4% -$1.52K ﹤0.01% 1082
2018
Q1 		$40K Sell
263
-702
-73% -$110K ﹤0.01% 1075
2017
Q4 		$145K Sell
965
-302
-24% -$47.7K 0.01% 586
2017
Q3 		$195K Buy
1,267
+37
+3% +$5.53K 0.02% 483
2017
Q2 		$179K Sell
1,230
-73
-6% -$10.2K 0.02% 492
2017
Q1 		$171K Sell
1,303
-4
-0.3% -$509 0.02% 442
2016
Q4 		$160K Sell
1,307
-27
-2% -$3.37K 0.02% 429
2016
Q3 		$177K Buy
1,334
+30
+2% +$3.73K 0.03% 416
2016
Q2 		$162K Buy
1,304
+33
+3% +$4.07K 0.03% 422
2016
Q1 		$151K Buy
+1,271
New +$146K 0.03% 420

Other funds holding WTW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WTW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Willis Towers Watson (WTW) in Q2 2019, closing a stake of 271 shares — an estimated $48K sold.

Wealthspire Advisors (Maryland) first reported a position in WTW in Q1 2016 and held it in 13 quarters. The position peaked at $195K in Q3 2017. 456 funds tracked by Wall St. Rank hold WTW as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Willis Towers Watson position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 271 Willis Towers Watson shares in Q2 2019, an estimated $48K.
  • Wealthspire Advisors (Maryland) first reported a position in Willis Towers Watson in Q1 2016 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Willis Towers Watson position peaked at $195K in Q3 2017.
  • 456 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.