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Ten Capital Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Ten Capital Wealth 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
2023
Q2 		– Sell
-80
Closed -$18K – 461
2023
Q1 		$18K Sell
80
-5
-6% -$1.14K 0.01% 310
2022
Q4 		$20.2K Sell
85
-22
-21% -$5.09K 0.01% 260
2022
Q3 		$22K Buy
+107
New +$25.3K 0.01% 236

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Ten Capital Wealth Advisors's SHW Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Sherwin-Williams (SHW) in Q2 2023, closing a stake of 80 shares — an estimated $18K sold.

Ten Capital Wealth Advisors first reported a position in SHW in Q3 2022 and held it in 3 quarters. The position peaked at $22K in Q3 2022. 1,360 funds tracked by Wall St. Rank hold SHW as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Sherwin-Williams position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 80 Sherwin-Williams shares in Q2 2023, an estimated $18K.
  • Ten Capital Wealth Advisors first reported a position in Sherwin-Williams in Q3 2022 and held it in 3 quarters.
  • Ten Capital Wealth Advisors's Sherwin-Williams position peaked at $22K in Q3 2022.
  • 1,360 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.