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

Resurgent 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
Q1 		– Sell
-165
Closed -$43.2K – 340
2023
Q4 		$43.2K Buy
165
+26
+19% +$6.23K 0.03% 361
2023
Q3 		$32K Hold
139
– – 0.02% 401
2023
Q2 		$34.8K Hold
139
– – 0.02% 396
2023
Q1 		$33.8K Sell
139
-917
-87% -$214K 0.02% 396
2022
Q4 		$233K Buy
+1,056
New +$225K 0.12% 175

Other funds holding ITW

BHM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Resurgent Financial Advisors's ITW Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Illinois Tool Works (ITW) in Q1 2024, closing a stake of 165 shares — an estimated $43.2K sold.

Resurgent Financial Advisors first reported a position in ITW in Q4 2022 and held it in 5 quarters. The position peaked at $233K in Q4 2022. 1,790 funds tracked by Wall St. Rank hold ITW as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Illinois Tool Works position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 165 Illinois Tool Works shares in Q1 2024, an estimated $43.2K.
  • Resurgent Financial Advisors first reported a position in Illinois Tool Works in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Illinois Tool Works position peaked at $233K in Q4 2022.
  • 1,790 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.