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TFO Wealth Partners’s W.W. Grainger GWW Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-55
Closed -$56K – 350
2024
Q1 		$56K Hold
55
– – 0.01% 53
2023
Q4 		$45.6K Sell
55
-1
-2% -$770 0.01% 59
2023
Q3 		$44.2K Buy
56
+1
+2% +$723 0.01% 94
2023
Q2 		$43.4K Hold
55
– – 0.01% 83
2023
Q1 		$37.9K Buy
55
+50
+1,000% +$31.9K 0.01% 72
2022
Q4 		$336 Buy
+5
New +$2.82K ﹤0.01% 540

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

TFO Wealth Partners's GWW Position: Q2 2024 in Review

TFO Wealth Partners sold out of W.W. Grainger (GWW) in Q2 2024, closing a stake of 55 shares — an estimated $56K sold.

TFO Wealth Partners first reported a position in GWW in Q4 2022 and held it in 6 quarters. The position peaked at $56K in Q1 2024. 1,145 funds tracked by Wall St. Rank hold GWW as of Q2 2024.

  • TFO Wealth Partners reported no remaining W.W. Grainger position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 55 W.W. Grainger shares in Q2 2024, an estimated $56K.
  • TFO Wealth Partners first reported a position in W.W. Grainger in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's W.W. Grainger position peaked at $56K in Q1 2024.
  • 1,145 funds tracked by Wall St. Rank held W.W. Grainger as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.