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

IVC 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
2022
Q1 		– Sell
-734
Closed -$258K – 155
2021
Q4 		$258K Buy
734
+8
+1% +$2.58K 0.17% 120
2021
Q3 		$203K Buy
+726
New +$212K 0.14% 130

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IVC Wealth Advisors's SHW Position: Q1 2022 in Review

IVC Wealth Advisors sold out of Sherwin-Williams (SHW) in Q1 2022, closing a stake of 734 shares — an estimated $258K sold.

IVC Wealth Advisors first reported a position in SHW in Q3 2021 and held it in 2 quarters. The position peaked at $258K in Q4 2021. 1,356 funds tracked by Wall St. Rank hold SHW as of Q1 2022.

  • IVC Wealth Advisors reported no remaining Sherwin-Williams position as of Q1 2022 after selling out during the quarter.
  • IVC Wealth Advisors sold 734 Sherwin-Williams shares in Q1 2022, an estimated $258K.
  • IVC Wealth Advisors first reported a position in Sherwin-Williams in Q3 2021 and held it in 2 quarters.
  • IVC Wealth Advisors's Sherwin-Williams position peaked at $258K in Q4 2021.
  • 1,356 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2022.

Based on IVC Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.