AWM
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Alterna Wealth Management’s Sherwin-Williams SHW Stock Holding History

Alterna Wealth Management’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,332
Closed -$259K – 109
2019
Q4 		$259K Buy
1,332
+114
+9% +$21.7K 0.29% 89
2019
Q3 		$223K Buy
+1,218
New +$207K 0.26% 88
2019
Q1 		– Sell
-5,169
Closed -$605K – 292
2018
Q4 		$605K Buy
+5,169
New +$697K 0.1% 150

Other funds holding SHW

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alterna Wealth Management's SHW Position: Q1 2020 in Review

Alterna Wealth Management sold out of Sherwin-Williams (SHW) in Q1 2020, closing a stake of 1,332 shares — an estimated $259K sold.

Alterna Wealth Management first reported a position in SHW in Q4 2018 and held it in 3 quarters. The position peaked at $605K in Q4 2018. 1,040 funds tracked by Wall St. Rank hold SHW as of Q1 2020.

  • Alterna Wealth Management reported no remaining Sherwin-Williams position as of Q1 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 1,332 Sherwin-Williams shares in Q1 2020, an estimated $259K.
  • Alterna Wealth Management first reported a position in Sherwin-Williams in Q4 2018 and held it in 3 quarters.
  • Alterna Wealth Management's Sherwin-Williams position peaked at $605K in Q4 2018.
  • 1,040 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2020.

Based on Alterna Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.