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ZWJ Investment Counsel’s Willis Towers Watson WTW Stock Holding History

ZWJ Investment Counsel’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
2024
Q3 		– Sell
-884
Closed -$232K – 252
2024
Q2 		$232K Hold
884
– – 0.01% 204
2024
Q1 		$243K Buy
+884
New +$233K 0.01% 208
2013
Q3 		– Sell
-63,667
Closed -$6.88M – 135
2013
Q2 		$6.88M Buy
+63,667
New +$6.74M 0.93% 46

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
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 $75B AUM 11.27% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ZWJ Investment Counsel's WTW Position: Q3 2024 in Review

ZWJ Investment Counsel sold out of Willis Towers Watson (WTW) in Q3 2024, closing a stake of 884 shares — an estimated $232K sold.

ZWJ Investment Counsel first reported a position in WTW in Q2 2013 and held it in 3 quarters. The position peaked at $6.88M in Q2 2013. 670 funds tracked by Wall St. Rank hold WTW as of Q3 2024.

  • ZWJ Investment Counsel reported no remaining Willis Towers Watson position as of Q3 2024 after selling out during the quarter.
  • ZWJ Investment Counsel sold 884 Willis Towers Watson shares in Q3 2024, an estimated $232K.
  • ZWJ Investment Counsel first reported a position in Willis Towers Watson in Q2 2013 and held it in 3 quarters.
  • ZWJ Investment Counsel's Willis Towers Watson position peaked at $6.88M in Q2 2013.
  • 670 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2024.

Based on ZWJ Investment Counsel's 13F filing for Q3 2024, filed 16 Oct 2024.