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Financial Synergies Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Financial Synergies Wealth Advisors’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
-3
Closed -$1.04K – 397
2024
Q1 		$1.04K Buy
+3
New +$956 ﹤0.01% 401
2023
Q4 		– Sell
-3
Closed -$766 – 536
2023
Q3 		$766 Hold
3
– – ﹤0.01% 412
2023
Q2 		$797 Buy
+3
New +$706 ﹤0.01% 408

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

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

Financial Synergies Wealth Advisors sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 3 shares — an estimated $1.04K sold.

Financial Synergies Wealth Advisors first reported a position in SHW in Q2 2023 and held it in 3 quarters. The position peaked at $1.04K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 Sherwin-Williams shares in Q2 2024, an estimated $1.04K.
  • Financial Synergies Wealth Advisors first reported a position in Sherwin-Williams in Q2 2023 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Sherwin-Williams position peaked at $1.04K in Q1 2024.
  • 1,532 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

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