Certified Advisory Corp’s Sherwin-Williams SHW Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-300	Closed	-$74K	–	635
2021 Q1	$74K	Buy	+300	New	+$71.5K	0.02%	291
2020 Q2	$58K	Hold	300	–	–	0.02%	288
2020 Q1	$46K	Sell	300 -339	-53%	-$61.2K	0.02%	291
2019 Q4	$125K	Hold	639	–	–	0.04%	218
2019 Q3	$117K	Hold	639	–	–	0.04%	222
2019 Q2	$98K	Hold	639	–	–	0.04%	236
2019 Q1	$92K	Hold	639	–	–	0.04%	224
2018 Q4	$84K	Hold	639	–	–	0.04%	215
2018 Q3	$97K	Sell	639 -54	-8%	-$8K	0.04%	205
2018 Q2	$87K	Buy	693 +54	+8%	+$6.99K	0.05%	207
2018 Q1	$83K	Buy	639 +600	+1,538%	+$81.8K	0.05%	212
2017 Q4	$5K	Buy	+39	New	+$5.13K	﹤0.01%	571

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

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

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

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

Certified Advisory Corp's SHW Position: Q2 2021 in Review

Certified Advisory Corp sold out of Sherwin-Williams (SHW) in Q2 2021, closing a stake of 300 shares — an estimated $74K sold.

Certified Advisory Corp first reported a position in SHW in Q4 2017 and held it in 12 quarters. The position peaked at $125K in Q4 2019. 1,312 funds tracked by Wall St. Rank hold SHW as of Q2 2021.

Certified Advisory Corp reported no remaining Sherwin-Williams position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 300 Sherwin-Williams shares in Q2 2021, an estimated $74K.
Certified Advisory Corp first reported a position in Sherwin-Williams in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Sherwin-Williams position peaked at $125K in Q4 2019.
1,312 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.