YWP
WTW icon

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 – 656
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 – 913
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return