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

Burt 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
2021 Q1	–	Sell	-456	Closed	-$112K	–	307
2020 Q4	$112K	Hold	456	–	–	0.04%	125
2020 Q3	$106K	Hold	456	–	–	0.04%	121
2020 Q2	$88K	Buy	456 +6	+1%	+$1.08K	0.04%	128
2020 Q1	$69K	Hold	450	–	–	0.03%	141
2019 Q4	$88K	Hold	450	–	–	0.03%	134
2019 Q3	$82K	Hold	450	–	–	0.03%	138
2019 Q2	$69K	Hold	450	–	–	0.03%	149
2019 Q1	$65K	Hold	450	–	–	0.03%	154
2018 Q4	$59K	Buy	450 +210	+88%	+$28.3K	0.03%	162
2018 Q3	$36K	Hold	240	–	–	0.02%	204
2018 Q2	$33K	Hold	240	–	–	0.02%	207
2018 Q1	$31K	Hold	240	–	–	0.02%	221
2017 Q4	$33K	Buy	+240	New	+$31.6K	0.02%	213

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burt Wealth Advisors's SHW Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Sherwin-Williams (SHW) in Q1 2021, closing a stake of 456 shares — an estimated $112K sold.

Burt Wealth Advisors first reported a position in SHW in Q4 2017 and held it in 13 quarters. The position peaked at $112K in Q4 2020. 1,292 funds tracked by Wall St. Rank hold SHW as of Q1 2021.

Burt Wealth Advisors reported no remaining Sherwin-Williams position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 456 Sherwin-Williams shares in Q1 2021, an estimated $112K.
Burt Wealth Advisors first reported a position in Sherwin-Williams in Q4 2017 and held it in 13 quarters.
Burt Wealth Advisors's Sherwin-Williams position peaked at $112K in Q4 2020.
1,292 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.