VWA
SHW icon

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return