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TFO Wealth Partners’s Sherwin-Williams SHW Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-18
Closed -$6.25K – 638
2024
Q1 		$6.25K Hold
18
– – ﹤0.01% 101
2023
Q4 		$5.61K Hold
18
– – ﹤0.01% 106
2023
Q3 		$4.78K Hold
18
– – ﹤0.01% 177
2023
Q2 		$4.78K Hold
18
– – ﹤0.01% 165
2023
Q1 		$4.05K Buy
+18
New +$4.12K ﹤0.01% 132
2022
Q3 		– Sell
-3
Closed -$1K – 434
2022
Q2 		$1K Buy
+3
New +$770 ﹤0.01% 461

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

TFO Wealth Partners sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 18 shares — an estimated $6.25K sold.

TFO Wealth Partners first reported a position in SHW in Q2 2022 and held it in 6 quarters. The position peaked at $6.25K in Q1 2024. 1,532 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

  • TFO Wealth Partners reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 18 Sherwin-Williams shares in Q2 2024, an estimated $6.25K.
  • TFO Wealth Partners first reported a position in Sherwin-Williams in Q2 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Sherwin-Williams position peaked at $6.25K in Q1 2024.
  • 1,532 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

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