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

BDO 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
2023 Q2	$116K	Buy	436 +45	+12%	+$10.6K	0.01%	321
2023 Q1	$87.9K	Buy	391 +255	+188%	+$58.4K	0.01%	343
2022 Q4	$32.3K	Hold	136	–	–	﹤0.01%	485
2022 Q3	$28K	Sell	136 -15	-10%	-$3.55K	﹤0.01%	506
2022 Q2	$34K	Sell	151 -21	-12%	-$5.39K	﹤0.01%	476
2022 Q1	$43K	Hold	172	–	–	﹤0.01%	461
2021 Q4	$61K	Buy	172 +31	+22%	+$10K	0.01%	418
2021 Q3	$39K	Hold	141	–	–	﹤0.01%	485
2021 Q2	$38K	Sell	141 -165	-54%	-$45.2K	﹤0.01%	506
2021 Q1	$25K	Buy	306 +42	+16%	+$10K	﹤0.01%	578
2020 Q4	$65K	Buy	264 +219	+487%	+$51.9K	0.01%	332
2020 Q3	$10K	Buy	45 +24	+114%	+$5.24K	﹤0.01%	497
2020 Q2	$4K	Hold	21	–	–	﹤0.01%	582
2020 Q1	$3K	Buy	+21	New	+$3.79K	﹤0.01%	654

Other funds holding SHW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

BDO Wealth Advisors increased its Sherwin-Williams (SHW) stake by 12% in Q2 2023, buying an estimated $10.6K and bringing the position to 436 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #321.

BDO Wealth Advisors first reported a position in SHW in Q1 2020 and has held it in 14 quarters since. 1,360 funds tracked by Wall St. Rank hold SHW as of Q2 2023.

BDO Wealth Advisors held 436 shares of Sherwin-Williams worth $116K as of Q2 2023.
BDO Wealth Advisors bought 45 Sherwin-Williams shares in Q2 2023, an estimated $10.6K.
Sherwin-Williams made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #321 holding.
BDO Wealth Advisors first reported a position in Sherwin-Williams in Q1 2020 and has held it in 14 quarters since.
1,360 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2023.

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