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Institute for Wealth Management’s W.W. Grainger GWW Stock Holding History

Institute for Wealth Management’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-197
Closed -$200K – 509
2024
Q1 		$200K Buy
+197
New +$184K 0.03% 489

Other funds holding GWW

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Institute for Wealth Management's GWW Position: Q2 2024 in Review

Institute for Wealth Management sold out of W.W. Grainger (GWW) in Q2 2024, closing a stake of 197 shares — an estimated $200K sold.

Institute for Wealth Management first reported a position in GWW in Q1 2024 and held it in 1 quarter. The position peaked at $200K in Q1 2024. 1,145 funds tracked by Wall St. Rank hold GWW as of Q2 2024.

  • Institute for Wealth Management reported no remaining W.W. Grainger position as of Q2 2024 after selling out during the quarter.
  • Institute for Wealth Management sold 197 W.W. Grainger shares in Q2 2024, an estimated $200K.
  • Institute for Wealth Management first reported a position in W.W. Grainger in Q1 2024 and held it in 1 quarter.
  • Institute for Wealth Management's W.W. Grainger position peaked at $200K in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2024.

Based on Institute for Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.