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Wealth Management Associates’s Sherwin-Williams SHW Stock Holding History

Wealth Management Associates’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
2021
Q2 		– Sell
-912
Closed -$224K – 208
2021
Q1 		$224K Sell
912
-276
-23% -$65.8K 0.14% 163
2020
Q4 		$291K Buy
1,188
+177
+18% +$42K 0.19% 130
2020
Q3 		$235K Buy
+1,011
New +$221K 0.18% 136

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Management Associates's SHW Position: Q2 2021 in Review

Wealth Management Associates sold out of Sherwin-Williams (SHW) in Q2 2021, closing a stake of 912 shares — an estimated $224K sold.

Wealth Management Associates first reported a position in SHW in Q3 2020 and held it in 3 quarters. The position peaked at $291K in Q4 2020. 1,312 funds tracked by Wall St. Rank hold SHW as of Q2 2021.

  • Wealth Management Associates reported no remaining Sherwin-Williams position as of Q2 2021 after selling out during the quarter.
  • Wealth Management Associates sold 912 Sherwin-Williams shares in Q2 2021, an estimated $224K.
  • Wealth Management Associates first reported a position in Sherwin-Williams in Q3 2020 and held it in 3 quarters.
  • Wealth Management Associates's Sherwin-Williams position peaked at $291K in Q4 2020.
  • 1,312 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2021.

Based on Wealth Management Associates's 13F filing for Q2 2021, filed 28 May 2025.