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Peak Financial Advisors’s Illinois Tool Works ITW Stock Holding History

Peak Financial Advisors’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
2024
Q4 		– Sell
-772
Closed -$202K – 81
2024
Q3 		$202K Buy
+772
New +$190K 0.1% 73
2024
Q2 		– Sell
-789
Closed -$212K – 79
2024
Q1 		$212K Sell
789
-97
-11% -$25.2K 0.13% 67
2023
Q4 		$232K Sell
886
-698
-44% -$167K 0.16% 67
2023
Q3 		$365K Buy
1,584
+227
+17% +$55.4K 0.39% 27
2023
Q2 		$339K Buy
1,357
+471
+53% +$110K 0.27% 53
2023
Q1 		$216K Buy
+886
New +$207K 0.18% 61

Other funds holding ITW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHM
Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Peak Financial Advisors's ITW Position: Q4 2024 in Review

Peak Financial Advisors sold out of Illinois Tool Works (ITW) in Q4 2024, closing a stake of 772 shares — an estimated $202K sold.

Peak Financial Advisors first reported a position in ITW in Q1 2023 and held it in 6 quarters. The position peaked at $365K in Q3 2023. 1,841 funds tracked by Wall St. Rank hold ITW as of Q4 2024.

  • Peak Financial Advisors reported no remaining Illinois Tool Works position as of Q4 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 772 Illinois Tool Works shares in Q4 2024, an estimated $202K.
  • Peak Financial Advisors first reported a position in Illinois Tool Works in Q1 2023 and held it in 6 quarters.
  • Peak Financial Advisors's Illinois Tool Works position peaked at $365K in Q3 2023.
  • 1,841 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2024.

Based on Peak Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.