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Halpern Financial’s Illinois Tool Works ITW Stock Holding History

Halpern Financial’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
2022
Q1 		– Sell
-90
Closed -$22.2K – 248
2021
Q4 		$22.2K Hold
90
– – 0.01% 132
2021
Q3 		$18.6K Buy
+90
New +$20.3K 0.01% 123
2021
Q1 		– Sell
-59
Closed -$12K – 268
2020
Q4 		$12K Hold
59
– – 0.01% 112
2020
Q3 		$11.4K Hold
59
– – 0.01% 105
2020
Q2 		$10.3K Hold
59
– – 0.01% 99
2020
Q1 		$8.38K Hold
59
– – 0.01% 94
2019
Q4 		$10.6K Buy
+59
New +$10K 0.01% 118

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Halpern Financial's ITW Position: Q1 2022 in Review

Halpern Financial sold out of Illinois Tool Works (ITW) in Q1 2022, closing a stake of 90 shares — an estimated $22.2K sold.

Halpern Financial first reported a position in ITW in Q4 2019 and held it in 7 quarters. The position peaked at $22.2K in Q4 2021. 1,556 funds tracked by Wall St. Rank hold ITW as of Q1 2022.

  • Halpern Financial reported no remaining Illinois Tool Works position as of Q1 2022 after selling out during the quarter.
  • Halpern Financial sold 90 Illinois Tool Works shares in Q1 2022, an estimated $22.2K.
  • Halpern Financial first reported a position in Illinois Tool Works in Q4 2019 and held it in 7 quarters.
  • Halpern Financial's Illinois Tool Works position peaked at $22.2K in Q4 2021.
  • 1,556 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2022.

Based on Halpern Financial's 13F filing for Q1 2022, filed 21 Sep 2023.