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Clear Perspectives Financial Planning’s Illinois Tool Works ITW Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q4 		– Sell
-50
Closed -$9K – 251
2022
Q3 		$9K Hold
50
– – ﹤0.01% 149
2022
Q2 		$9K Hold
50
– – ﹤0.01% 156
2022
Q1 		$11K Hold
50
– – ﹤0.01% 158
2021
Q4 		$12K Hold
50
– – ﹤0.01% 165
2021
Q3 		$10K Buy
+50
New +$11.3K ﹤0.01% 164

Other funds holding ITW

BHM
Briar Hall Management Nashville, Tennessee $6.98B AUM 9.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clear Perspectives Financial Planning's ITW Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Illinois Tool Works (ITW) in Q4 2022, closing a stake of 50 shares — an estimated $9K sold.

Clear Perspectives Financial Planning first reported a position in ITW in Q3 2021 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 1,590 funds tracked by Wall St. Rank hold ITW as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Illinois Tool Works position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 50 Illinois Tool Works shares in Q4 2022, an estimated $9K.
  • Clear Perspectives Financial Planning first reported a position in Illinois Tool Works in Q3 2021 and held it in 5 quarters.
  • Clear Perspectives Financial Planning's Illinois Tool Works position peaked at $12K in Q4 2021.
  • 1,590 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.