BDO Wealth Advisors’s W.W. Grainger GWW Stock Holding History

BDO Wealth Advisors’s Portfolio GWW Stock Details GWW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$17.3K	Buy	22 +4	+22%	+$2.75K	﹤0.01%	598
2023 Q1	$12.4K	Hold	18	–	–	﹤0.01%	663
2022 Q4	$10K	Hold	18	–	–	﹤0.01%	681
2022 Q3	$9K	Hold	18	–	–	﹤0.01%	724
2022 Q2	$8K	Hold	18	–	–	﹤0.01%	714
2022 Q1	$9K	Hold	18	–	–	﹤0.01%	750
2021 Q4	$9K	Buy	18 +7	+64%	+$3.3K	﹤0.01%	740
2021 Q3	$4K	Hold	11	–	–	﹤0.01%	865
2021 Q2	$5K	Buy	+11	New	+$4.85K	﹤0.01%	855
2021 Q1	–	Sell	-14	Closed	-$6K	–	1203
2020 Q4	$6K	Hold	14	–	–	﹤0.01%	614
2020 Q3	$5K	Hold	14	–	–	﹤0.01%	556
2020 Q2	$4K	Sell	14 -120	-90%	-$34.7K	﹤0.01%	575
2020 Q1	$33K	Buy	134 +120	+857%	+$35.5K	0.01%	377
2019 Q4	$5K	Hold	14	–	–	﹤0.01%	487
2019 Q3	$4K	Hold	14	–	–	﹤0.01%	537
2019 Q2	$4K	Hold	14	–	–	﹤0.01%	524
2019 Q1	$4K	Hold	14	–	–	﹤0.01%	499
2018 Q4	$4K	Hold	14	–	–	﹤0.01%	456
2018 Q3	$5K	Hold	14	–	–	﹤0.01%	501
2018 Q2	$4K	Hold	14	–	–	﹤0.01%	522
2018 Q1	$4K	Buy	+14	New	+$3.67K	﹤0.01%	456

Other funds holding GWW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BDO Wealth Advisors's GWW Position: Q2 2023 in Review

BDO Wealth Advisors increased its W.W. Grainger (GWW) stake by 22% in Q2 2023, buying an estimated $2.75K and bringing the position to 22 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

BDO Wealth Advisors first reported a position in GWW in Q1 2018 and has held it in 21 quarters since. The position peaked at $33K in Q1 2020. 1,030 funds tracked by Wall St. Rank hold GWW as of Q2 2023.

BDO Wealth Advisors held 22 shares of W.W. Grainger worth $17.3K as of Q2 2023.
BDO Wealth Advisors bought 4 W.W. Grainger shares in Q2 2023, an estimated $2.75K.
W.W. Grainger made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #598 holding.
BDO Wealth Advisors first reported a position in W.W. Grainger in Q1 2018 and has held it in 21 quarters since.
BDO Wealth Advisors's W.W. Grainger position peaked at $33K in Q1 2020.
1,030 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.