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High Net Worth Advisory Group’s Sherwin-Williams SHW Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-66
Closed -$15.7K – 510
2022
Q4 		$15.7K Hold
66
– – 0.01% 463
2022
Q3 		$14K Hold
66
– – 0.01% 496
2022
Q2 		$15K Hold
66
– – 0.01% 489
2022
Q1 		$16K Hold
66
– – 0.01% 480
2021
Q4 		$23K Buy
+66
New +$21.3K 0.01% 450

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

High Net Worth Advisory Group's SHW Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Sherwin-Williams (SHW) in Q1 2023, closing a stake of 66 shares — an estimated $15.7K sold.

High Net Worth Advisory Group first reported a position in SHW in Q4 2021 and held it in 5 quarters. The position peaked at $23K in Q4 2021. 1,297 funds tracked by Wall St. Rank hold SHW as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Sherwin-Williams position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 66 Sherwin-Williams shares in Q1 2023, an estimated $15.7K.
  • High Net Worth Advisory Group first reported a position in Sherwin-Williams in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Sherwin-Williams position peaked at $23K in Q4 2021.
  • 1,297 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.