WP
ITW icon

WealthPLAN Partners’s Illinois Tool Works ITW Stock Holding History

WealthPLAN Partners’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-175
Closed -$43.8K – 717
2023
Q2 		$43.8K Hold
175
– – 0.01% 530
2023
Q1 		$42.6K Buy
+175
New +$40.8K ﹤0.01% 587
2016
Q3 		$11.9K Sell
100
-222
-69% -$25.8K ﹤0.01% 570
2016
Q2 		$16.8K Buy
+322
New +$33.7K ﹤0.01% 1495
2015
Q4 		$1.11K Buy
+36
New +$3.27K ﹤0.01% 1540
2015
Q2 		$2K Sell
27
-13
-33% -$1.24K ﹤0.01% 383
2015
Q1 		$3K Buy
+40
New +$3.86K ﹤0.01% 462

Other funds holding ITW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHM
Briar Hall Management Nashville, Tennessee $6.98B AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's ITW Position: Q3 2023 in Review

WealthPLAN Partners sold out of Illinois Tool Works (ITW) in Q3 2023, closing a stake of 175 shares — an estimated $43.8K sold.

WealthPLAN Partners first reported a position in ITW in Q1 2015 and held it in 7 quarters. The position peaked at $43.8K in Q2 2023. 1,623 funds tracked by Wall St. Rank hold ITW as of Q3 2023.

  • WealthPLAN Partners reported no remaining Illinois Tool Works position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 175 Illinois Tool Works shares in Q3 2023, an estimated $43.8K.
  • WealthPLAN Partners first reported a position in Illinois Tool Works in Q1 2015 and held it in 7 quarters.
  • WealthPLAN Partners's Illinois Tool Works position peaked at $43.8K in Q2 2023.
  • 1,623 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2023.

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