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

WCG 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
2022
Q4 		– Sell
-1,200
Closed -$246K – 256
2022
Q3 		$246K Hold
1,200
– – 0.03% 249
2022
Q2 		$269K Buy
+1,200
New +$308K 0.04% 224

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

WCG Wealth Advisors's SHW Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Sherwin-Williams (SHW) in Q4 2022, closing a stake of 1,200 shares — an estimated $246K sold.

WCG Wealth Advisors first reported a position in SHW in Q2 2022 and held it in 2 quarters. The position peaked at $269K in Q2 2022. 1,329 funds tracked by Wall St. Rank hold SHW as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Sherwin-Williams position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 1,200 Sherwin-Williams shares in Q4 2022, an estimated $246K.
  • WCG Wealth Advisors first reported a position in Sherwin-Williams in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Sherwin-Williams position peaked at $269K in Q2 2022.
  • 1,329 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.