WealthPlan Investment Management’s Sherwin-Williams SHW Stock Holding History

WealthPlan Investment Management’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 Q1	$289K	Buy	+1,052	New	+$291K	0.02%	323

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

WealthPlan Investment Management's SHW Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in Sherwin-Williams (SHW) in Q1 2022: 1,052 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #323 among its holdings.

1,356 funds tracked by Wall St. Rank hold SHW as of Q1 2022.

WealthPlan Investment Management held 1,052 shares of Sherwin-Williams worth $289K as of Q1 2022.
Sherwin-Williams was a new WealthPlan Investment Management position in Q1 2022.
Sherwin-Williams made up 0.02% of WealthPlan Investment Management's portfolio in Q1 2022, its #323 holding.
1,356 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.