V Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

V 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 Q1	–	Sell	-5,646	Closed	-$1.34M	–	396
2022 Q4	$1.34M	Sell	5,646 -829	-13%	-$192K	0.28%	81
2022 Q3	$1.33M	Sell	6,475 -192	-3%	-$45.5K	0.27%	84
2022 Q2	$1.49M	Buy	6,667 +107	+2%	+$27.5K	0.28%	84
2022 Q1	$1.64M	Buy	6,560 +143	+2%	+$39.5K	0.26%	89
2021 Q4	$2.26M	Buy	6,417 +153	+2%	+$49.4K	0.33%	61
2021 Q3	$1.75M	Buy	6,264 +336	+6%	+$98.3K	0.27%	81
2021 Q2	$1.62M	Buy	5,928 +189	+3%	+$51.8K	0.26%	95
2021 Q1	$1.41M	Buy	+5,739	New	+$1.37M	0.26%	97
2017 Q3	–	Sell	-162	Closed	-$19K	–	614
2017 Q2	$19K	Buy	+162	New	+$18.1K	0.01%	468

Other funds holding SHW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

V Wealth Advisors's SHW Position: Q1 2023 in Review

V Wealth Advisors sold out of Sherwin-Williams (SHW) in Q1 2023, closing a stake of 5,646 shares — an estimated $1.34M sold.

V Wealth Advisors first reported a position in SHW in Q2 2017 and held it in 9 quarters. The position peaked at $2.26M in Q4 2021. 1,298 funds tracked by Wall St. Rank hold SHW as of Q1 2023.

V Wealth Advisors reported no remaining Sherwin-Williams position as of Q1 2023 after selling out during the quarter.
V Wealth Advisors sold 5,646 Sherwin-Williams shares in Q1 2023, an estimated $1.34M.
V Wealth Advisors first reported a position in Sherwin-Williams in Q2 2017 and held it in 9 quarters.
V Wealth Advisors's Sherwin-Williams position peaked at $2.26M in Q4 2021.
1,298 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2023.

Based on V Wealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.