VisionPoint Advisory Group’s Sherwin-Williams SHW Stock Holding History

VisionPoint Advisory Group’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	-47	Closed	-$14K	–	678
2024 Q2	$14K	Buy	47 +39	+488%	+$12.1K	0.01%	455
2024 Q1	$2.78K	Hold	8	–	–	﹤0.01%	635
2023 Q4	$2.5K	Sell	8 -21	-72%	-$5.65K	﹤0.01%	587
2023 Q3	$7.4K	Buy	+29	New	+$7.76K	﹤0.01%	466

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

VisionPoint Advisory Group's SHW Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Sherwin-Williams (SHW) in Q3 2024, closing a stake of 47 shares — an estimated $14K sold.

VisionPoint Advisory Group first reported a position in SHW in Q3 2023 and held it in 4 quarters. The position peaked at $14K in Q2 2024. 1,645 funds tracked by Wall St. Rank hold SHW as of Q3 2024.

VisionPoint Advisory Group reported no remaining Sherwin-Williams position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 47 Sherwin-Williams shares in Q3 2024, an estimated $14K.
VisionPoint Advisory Group first reported a position in Sherwin-Williams in Q3 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Sherwin-Williams position peaked at $14K in Q2 2024.
1,645 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.