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Aquire Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Aquire Wealth Advisors’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
2022
Q1 		– Sell
-283
Closed -$100K – 208
2021
Q4 		$100K Buy
+283
New +$91.4K 0.05% 63

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Aquire Wealth Advisors's SHW Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Sherwin-Williams (SHW) in Q1 2022, closing a stake of 283 shares — an estimated $100K sold.

Aquire Wealth Advisors first reported a position in SHW in Q4 2021 and held it in 1 quarter. The position peaked at $100K in Q4 2021. 1,354 funds tracked by Wall St. Rank hold SHW as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining Sherwin-Williams position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 283 Sherwin-Williams shares in Q1 2022, an estimated $100K.
  • Aquire Wealth Advisors first reported a position in Sherwin-Williams in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's Sherwin-Williams position peaked at $100K in Q4 2021.
  • 1,354 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.