Financial Synergies Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q2	–	Sell	-52	Closed	-$14K	–	252
2024 Q1	$14K	Hold	52	–	–	﹤0.01%	228
2023 Q4	$11.5K	Hold	52	–	–	﹤0.01%	177
2023 Q3	$12K	Hold	52	–	–	﹤0.01%	218
2023 Q2	$13K	Sell	52 -11	-17%	-$2.58K	﹤0.01%	208
2023 Q1	$15.3K	Buy	63 +11	+21%	+$2.57K	﹤0.01%	201
2022 Q4	$11.5K	Buy	+52	New	+$11.1K	﹤0.01%	177
2022 Q3	–	Sell	-9	Closed	-$1.64K	–	495
2022 Q2	$1.64K	Buy	+9	New	+$1.8K	﹤0.01%	259

Other funds holding ITW

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's ITW Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Illinois Tool Works (ITW) in Q2 2024, closing a stake of 52 shares — an estimated $14K sold.

Financial Synergies Wealth Advisors first reported a position in ITW in Q2 2022 and held it in 7 quarters. The position peaked at $15.3K in Q1 2023. 1,726 funds tracked by Wall St. Rank hold ITW as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Illinois Tool Works position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 52 Illinois Tool Works shares in Q2 2024, an estimated $14K.
Financial Synergies Wealth Advisors first reported a position in Illinois Tool Works in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Illinois Tool Works position peaked at $15.3K in Q1 2023.
1,726 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.