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Buck Wealth Strategies’s Illinois Tool Works ITW Stock Holding History

Buck Wealth Strategies’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-71
Closed -$16.3K – 204
2023
Q3 		$16.3K Buy
71
+1
+1% +$244 0.01% 174
2023
Q2 		$17.6K Hold
70
– – 0.01% 118
2023
Q1 		$17K Buy
+70
New +$16.3K 0.01% 90

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State Farm Mutual Automobile Insurance
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buck Wealth Strategies's ITW Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Illinois Tool Works (ITW) in Q4 2023, closing a stake of 71 shares — an estimated $16.3K sold.

Buck Wealth Strategies first reported a position in ITW in Q1 2023 and held it in 3 quarters. The position peaked at $17.6K in Q2 2023. 1,750 funds tracked by Wall St. Rank hold ITW as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Illinois Tool Works position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 71 Illinois Tool Works shares in Q4 2023, an estimated $16.3K.
  • Buck Wealth Strategies first reported a position in Illinois Tool Works in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Illinois Tool Works position peaked at $17.6K in Q2 2023.
  • 1,750 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.