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

BNC 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 Q4	–	Sell	-141	Closed	-$33K	–	397
2020 Q3	$33K	Buy	+141	New	+$30.8K	0.02%	192

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNC Wealth Management's SHW Position: Q4 2020 in Review

BNC Wealth Management sold out of Sherwin-Williams (SHW) in Q4 2020, closing a stake of 141 shares — an estimated $33K sold.

BNC Wealth Management first reported a position in SHW in Q3 2020 and held it in 1 quarter. The position peaked at $33K in Q3 2020. 1,276 funds tracked by Wall St. Rank hold SHW as of Q4 2020.

BNC Wealth Management reported no remaining Sherwin-Williams position as of Q4 2020 after selling out during the quarter.
BNC Wealth Management sold 141 Sherwin-Williams shares in Q4 2020, an estimated $33K.
BNC Wealth Management first reported a position in Sherwin-Williams in Q3 2020 and held it in 1 quarter.
BNC Wealth Management's Sherwin-Williams position peaked at $33K in Q3 2020.
1,276 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.