CWP
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Curated Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Curated Wealth Partners’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
2022
Q2 		– Sell
-790
Closed -$278K – 159
2022
Q1 		$278K Hold
790
– – 0.09% 116
2021
Q4 		$278K Hold
790
– – 0.09% 120
2021
Q3 		$221K Buy
790
+3
+0.4% +$878 0.12% 137
2021
Q2 		$214K Buy
+787
New +$216K 0.12% 141

Other funds holding SHW

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 Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Curated Wealth Partners's SHW Position: Q2 2022 in Review

Curated Wealth Partners sold out of Sherwin-Williams (SHW) in Q2 2022, closing a stake of 790 shares — an estimated $278K sold.

Curated Wealth Partners first reported a position in SHW in Q2 2021 and held it in 4 quarters. The position peaked at $278K in Q1 2022. 1,308 funds tracked by Wall St. Rank hold SHW as of Q2 2022.

  • Curated Wealth Partners reported no remaining Sherwin-Williams position as of Q2 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 790 Sherwin-Williams shares in Q2 2022, an estimated $278K.
  • Curated Wealth Partners first reported a position in Sherwin-Williams in Q2 2021 and held it in 4 quarters.
  • Curated Wealth Partners's Sherwin-Williams position peaked at $278K in Q1 2022.
  • 1,308 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.