Summit Wealth Group’s Illinois Tool Works ITW Stock Holding History

Summit Wealth Group’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	-16,798	Closed	–	–	172
2023 Q1	$0	Buy	+16,798	New	+$3.92M	﹤0.01%	208

Other funds holding ITW

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Wealth Group's ITW Position: Q2 2023 in Review

Summit Wealth Group sold out of Illinois Tool Works (ITW) in Q2 2023, closing a stake of 16,798 shares.

Summit Wealth Group first reported a position in ITW in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 1,642 funds tracked by Wall St. Rank hold ITW as of Q2 2023.

Summit Wealth Group reported no remaining Illinois Tool Works position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 16,798 Illinois Tool Works shares in Q2 2023.
Summit Wealth Group first reported a position in Illinois Tool Works in Q1 2023 and held it in 1 quarter.
Summit Wealth Group's Illinois Tool Works position peaked at $0 in Q1 2023.
1,642 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.