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Resurgent Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-431
Closed -$134K – 429
2023
Q4 		$134K Buy
431
+3
+0.7% +$807 0.08% 215
2023
Q3 		$109K Sell
428
-99
-19% -$26.5K 0.07% 222
2023
Q2 		$140K Buy
527
+4
+0.8% +$942 0.09% 190
2023
Q1 		$118K Sell
523
-429
-45% -$98.2K 0.08% 211
2022
Q4 		$226K Buy
+952
New +$220K 0.12% 181
2022
Q3 		– Sell
-917
Closed -$205K – 212
2022
Q2 		$205K Sell
917
-20
-2% -$5.13K 0.13% 176
2022
Q1 		$234K Buy
+937
New +$259K 0.15% 157

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Resurgent Financial Advisors sold out of Sherwin-Williams (SHW) in Q1 2024, closing a stake of 431 shares — an estimated $134K sold.

Resurgent Financial Advisors first reported a position in SHW in Q1 2022 and held it in 7 quarters. The position peaked at $234K in Q1 2022. 1,582 funds tracked by Wall St. Rank hold SHW as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Sherwin-Williams position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 431 Sherwin-Williams shares in Q1 2024, an estimated $134K.
  • Resurgent Financial Advisors first reported a position in Sherwin-Williams in Q1 2022 and held it in 7 quarters.
  • Resurgent Financial Advisors's Sherwin-Williams position peaked at $234K in Q1 2022.
  • 1,582 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2024.

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