FWM
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Focused Wealth Management’s Sherwin-Williams SHW Stock Holding History

Focused 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
2023
Q2 		– Sell
-25
Closed -$5.62K – 1119
2023
Q1 		$5.62K Buy
+25
New +$5.72K ﹤0.01% 643

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Focused Wealth Management's SHW Position: Q2 2023 in Review

Focused Wealth Management sold out of Sherwin-Williams (SHW) in Q2 2023, closing a stake of 25 shares — an estimated $5.62K sold.

Focused Wealth Management first reported a position in SHW in Q1 2023 and held it in 1 quarter. The position peaked at $5.62K in Q1 2023. 1,360 funds tracked by Wall St. Rank hold SHW as of Q2 2023.

  • Focused Wealth Management reported no remaining Sherwin-Williams position as of Q2 2023 after selling out during the quarter.
  • Focused Wealth Management sold 25 Sherwin-Williams shares in Q2 2023, an estimated $5.62K.
  • Focused Wealth Management first reported a position in Sherwin-Williams in Q1 2023 and held it in 1 quarter.
  • Focused Wealth Management's Sherwin-Williams position peaked at $5.62K in Q1 2023.
  • 1,360 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.