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Core Wealth Advisors (Florida)’s Sherwin-Williams SHW Stock Holding History

Core Wealth Advisors (Florida)’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
2024
Q2 		– Sell
-199
Closed -$69.1K – 207
2024
Q1 		$69.1K Hold
199
– – 0.02% 91
2023
Q4 		$62.1K Buy
199
+150
+306% +$40.3K 0.02% 90
2023
Q3 		$12.5K Hold
49
– – 0.01% 141
2023
Q2 		$13K Buy
+49
New +$11.5K 0.01% 139
2020
Q4 		– Sell
-3
Closed -$1K – 192
2020
Q3 		$1K Buy
+3
New +$655 ﹤0.01% 153

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Core Wealth Advisors (Florida)'s SHW Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 199 shares — an estimated $69.1K sold.

Core Wealth Advisors (Florida) first reported a position in SHW in Q3 2020 and held it in 5 quarters. The position peaked at $69.1K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 199 Sherwin-Williams shares in Q2 2024, an estimated $69.1K.
  • Core Wealth Advisors (Florida) first reported a position in Sherwin-Williams in Q3 2020 and held it in 5 quarters.
  • Core Wealth Advisors (Florida)'s Sherwin-Williams position peaked at $69.1K in Q1 2024.
  • 1,532 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.