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YHB Investment Advisors’s Willis Towers Watson WTW Stock Holding History

YHB Investment 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
Q1 		– Sell
-6,758
Closed -$1.6M – 316
2021
Q4 		$1.6M Sell
6,758
-134
-2% -$31.7K 0.13% 147
2021
Q3 		$1.6M Sell
6,892
-109
-2% -$24.3K 0.14% 138
2021
Q2 		$1.61M Buy
7,001
+949
+16% +$236K 0.14% 141
2021
Q1 		$1.46M Buy
+6,052
New +$1.32M 0.13% 146

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

YHB Investment Advisors's WTW Position: Q1 2022 in Review

YHB Investment Advisors sold out of Willis Towers Watson (WTW) in Q1 2022, closing a stake of 6,758 shares — an estimated $1.6M sold.

YHB Investment Advisors first reported a position in WTW in Q1 2021 and held it in 4 quarters. The position peaked at $1.61M in Q2 2021. 548 funds tracked by Wall St. Rank hold WTW as of Q1 2022.

  • YHB Investment Advisors reported no remaining Willis Towers Watson position as of Q1 2022 after selling out during the quarter.
  • YHB Investment Advisors sold 6,758 Willis Towers Watson shares in Q1 2022, an estimated $1.6M.
  • YHB Investment Advisors first reported a position in Willis Towers Watson in Q1 2021 and held it in 4 quarters.
  • YHB Investment Advisors's Willis Towers Watson position peaked at $1.61M in Q2 2021.
  • 548 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2022.

Based on YHB Investment Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.