YorkBridge Wealth Partners’s Willis Towers Watson WTW Stock Holding History

YorkBridge Wealth 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
2022 Q4	–	Sell	-1,064	Closed	-$214K	–	279
2022 Q3	$214K	Buy	+1,064	New	+$220K	0.06%	256
2019 Q3	–	Sell	-572	Closed	-$110K	–	655
2019 Q2	$110K	Buy	572 +103	+22%	+$18.7K	0.05%	269
2019 Q1	$82K	Buy	+469	New	+$77.8K	0.04%	306
2017 Q4	–	Sell	-222	Closed	-$34K	–	910
2017 Q3	$34K	Hold	222	–	–	0.02%	425
2017 Q2	$32K	Hold	222	–	–	0.02%	433
2017 Q1	$30K	Buy	+222	New	+$28.2K	0.02%	435

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

YorkBridge Wealth Partners's WTW Position: Q4 2022 in Review

YorkBridge Wealth Partners sold out of Willis Towers Watson (WTW) in Q4 2022, closing a stake of 1,064 shares — an estimated $214K sold.

YorkBridge Wealth Partners first reported a position in WTW in Q1 2017 and held it in 6 quarters. The position peaked at $214K in Q3 2022. 597 funds tracked by Wall St. Rank hold WTW as of Q4 2022.

YorkBridge Wealth Partners reported no remaining Willis Towers Watson position as of Q4 2022 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,064 Willis Towers Watson shares in Q4 2022, an estimated $214K.
YorkBridge Wealth Partners first reported a position in Willis Towers Watson in Q1 2017 and held it in 6 quarters.
YorkBridge Wealth Partners's Willis Towers Watson position peaked at $214K in Q3 2022.
597 funds tracked by Wall St. Rank held Willis Towers Watson as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.