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Prosperity Wealth Management’s W.W. Grainger GWW Stock Holding History

Prosperity 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
Q1 		– Sell
-265
Closed -$220K – 188
2023
Q4 		$220K Buy
+265
New +$204K 0.14% 123
2023
Q3 		– Sell
-265
Closed -$209K – 163
2023
Q2 		$209K Buy
+265
New +$182K 0.14% 124

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Prosperity Wealth Management's GWW Position: Q1 2024 in Review

Prosperity Wealth Management sold out of W.W. Grainger (GWW) in Q1 2024, closing a stake of 265 shares — an estimated $220K sold.

Prosperity Wealth Management first reported a position in GWW in Q2 2023 and held it in 2 quarters. The position peaked at $220K in Q4 2023. 1,184 funds tracked by Wall St. Rank hold GWW as of Q1 2024.

  • Prosperity Wealth Management reported no remaining W.W. Grainger position as of Q1 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 265 W.W. Grainger shares in Q1 2024, an estimated $220K.
  • Prosperity Wealth Management first reported a position in W.W. Grainger in Q2 2023 and held it in 2 quarters.
  • Prosperity Wealth Management's W.W. Grainger position peaked at $220K in Q4 2023.
  • 1,184 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2024.

Based on Prosperity Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.