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

Triad 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 Q3	–	Sell	-9	Closed	-$2.69K	–	753
2024 Q2	$2.69K	Buy	+9	New	+$2.78K	﹤0.01%	709

Other funds holding SHW

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Triad Wealth Partners's SHW Position: Q3 2024 in Review

Triad Wealth Partners sold out of Sherwin-Williams (SHW) in Q3 2024, closing a stake of 9 shares — an estimated $2.69K sold.

Triad Wealth Partners first reported a position in SHW in Q2 2024 and held it in 1 quarter. The position peaked at $2.69K in Q2 2024. 1,645 funds tracked by Wall St. Rank hold SHW as of Q3 2024.

Triad Wealth Partners reported no remaining Sherwin-Williams position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 9 Sherwin-Williams shares in Q3 2024, an estimated $2.69K.
Triad Wealth Partners first reported a position in Sherwin-Williams in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Sherwin-Williams position peaked at $2.69K in Q2 2024.
1,645 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.