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Meredith Wealth Planning’s Illinois Tool Works ITW Stock Holding History

Meredith Wealth Planning’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
2023
Q2 		– Sell
-933
Closed -$227K – 51
2023
Q1 		$227K Buy
+933
New +$218K 0.18% 52

Other funds holding ITW

BHM
Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return
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 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Meredith Wealth Planning's ITW Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Illinois Tool Works (ITW) in Q2 2023, closing a stake of 933 shares — an estimated $227K sold.

Meredith Wealth Planning first reported a position in ITW in Q1 2023 and held it in 1 quarter. The position peaked at $227K in Q1 2023. 1,642 funds tracked by Wall St. Rank hold ITW as of Q2 2023.

  • Meredith Wealth Planning reported no remaining Illinois Tool Works position as of Q2 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 933 Illinois Tool Works shares in Q2 2023, an estimated $227K.
  • Meredith Wealth Planning first reported a position in Illinois Tool Works in Q1 2023 and held it in 1 quarter.
  • Meredith Wealth Planning's Illinois Tool Works position peaked at $227K in Q1 2023.
  • 1,642 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.