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Argent Wealth Management’s Sherwin-Williams SHW Stock Holding History

Argent 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
Q2 		$868K Buy
3,894
+3
+0.1% +$541 0.14% 78
2020
Q1 		$595K Sell
3,891
-105
-3% -$18.9K 0.12% 91
2019
Q4 		$777K Buy
+3,996
New +$762K 0.13% 96

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Argent Wealth Management's SHW Position: Q2 2020 in Review

Argent Wealth Management increased its Sherwin-Williams (SHW) stake by 0.08% in Q2 2020, buying an estimated $541 and bringing the position to 3,894 shares worth $868K. The position accounts for 0.14% of the portfolio, ranked #78.

Argent Wealth Management first reported a position in SHW in Q4 2019 and has held it in 3 quarters since. 1,117 funds tracked by Wall St. Rank hold SHW as of Q2 2020.

  • Argent Wealth Management held 3,894 shares of Sherwin-Williams worth $868K as of Q2 2020.
  • Argent Wealth Management bought 3 Sherwin-Williams shares in Q2 2020, an estimated $541.
  • Sherwin-Williams made up 0.14% of Argent Wealth Management's portfolio in Q2 2020, its #78 holding.
  • Argent Wealth Management first reported a position in Sherwin-Williams in Q4 2019 and has held it in 3 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.