Wipfli Financial Advisors’s Willis Towers Watson WTW Stock Holding History

Wipfli Financial 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
2022 Q3	$86K	Buy	+424	New	+$87.5K	0.01%	796

Other funds holding WTW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

Wipfli Financial Advisors's WTW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Willis Towers Watson (WTW) in Q3 2022: 424 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #796 among its holdings.

564 funds tracked by Wall St. Rank hold WTW as of Q3 2022.

Wipfli Financial Advisors held 424 shares of Willis Towers Watson worth $86K as of Q3 2022.
Willis Towers Watson was a new Wipfli Financial Advisors position in Q3 2022.
Willis Towers Watson made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #796 holding.
564 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.