Correct Capital Wealth Management’s Sherwin-Williams SHW Stock Holding History

Correct Capital Wealth Management’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	-778	Closed	-$270K	–	131
2024 Q1	$270K	Buy	778 +123	+19%	+$39.2K	0.06%	115
2023 Q4	$204K	Buy	+655	New	+$176K	0.05%	125

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Correct Capital Wealth Management's SHW Position: Q2 2024 in Review

Correct Capital Wealth Management sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 778 shares — an estimated $270K sold.

Correct Capital Wealth Management first reported a position in SHW in Q4 2023 and held it in 2 quarters. The position peaked at $270K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

Correct Capital Wealth Management reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
Correct Capital Wealth Management sold 778 Sherwin-Williams shares in Q2 2024, an estimated $270K.
Correct Capital Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and held it in 2 quarters.
Correct Capital Wealth Management's Sherwin-Williams position peaked at $270K in Q1 2024.
1,532 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on Correct Capital Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.