Gibson Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Gibson 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	-1,000	Closed	-$347K	–	35
2024 Q1	$347K	Buy	+1,000	New	+$319K	0.33%	27
2022 Q4	$14.6M	Buy	63,000 +62,000	+6,200%	+$14.3M	0.28%	31
2022 Q3	$205K	Hold	1,000	–	–	0.24%	31
2022 Q2	$224K	Hold	1,000	–	–	0.25%	27
2022 Q1	$250K	Buy	+1,000	New	+$276K	0.26%	27

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

Gibson Wealth Advisors's SHW Position: Q2 2024 in Review

Gibson Wealth Advisors sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 1,000 shares — an estimated $347K sold.

Gibson Wealth Advisors first reported a position in SHW in Q1 2022 and held it in 5 quarters. The position peaked at $14.6M in Q4 2022. 1,532 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

Gibson Wealth Advisors reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
Gibson Wealth Advisors sold 1,000 Sherwin-Williams shares in Q2 2024, an estimated $347K.
Gibson Wealth Advisors first reported a position in Sherwin-Williams in Q1 2022 and held it in 5 quarters.
Gibson Wealth Advisors's Sherwin-Williams position peaked at $14.6M in Q4 2022.
1,532 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on Gibson Wealth Advisors's 13F filing for Q2 2024, filed 28 Aug 2024.