WP
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WealthPLAN Partners’s W.W. Grainger GWW Stock Holding History

WealthPLAN Partners’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-21
Closed -$16.6K – 641
2023
Q2 		$16.6K Sell
21
-152
-88% -$105K ﹤0.01% 716
2023
Q1 		$119K Buy
+173
New +$110K 0.01% 388

Other funds holding GWW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthPLAN Partners's GWW Position: Q3 2023 in Review

WealthPLAN Partners sold out of W.W. Grainger (GWW) in Q3 2023, closing a stake of 21 shares — an estimated $16.6K sold.

WealthPLAN Partners first reported a position in GWW in Q1 2023 and held it in 2 quarters. The position peaked at $119K in Q1 2023. 1,027 funds tracked by Wall St. Rank hold GWW as of Q3 2023.

  • WealthPLAN Partners reported no remaining W.W. Grainger position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 21 W.W. Grainger shares in Q3 2023, an estimated $16.6K.
  • WealthPLAN Partners first reported a position in W.W. Grainger in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's W.W. Grainger position peaked at $119K in Q1 2023.
  • 1,027 funds tracked by Wall St. Rank held W.W. Grainger as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.