WealthShield Partners’s Sherwin-Williams SHW Stock Holding History

WealthShield Partners’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 Q3	–	Sell	-286	Closed	-$78K	–	647
2021 Q2	$78K	Buy	286 +130	+83%	+$35.6K	0.01%	397
2021 Q1	$38K	Sell	156 -1,938	-93%	-$462K	0.01%	511
2020 Q4	$512K	Buy	2,094 +330	+19%	+$78.3K	0.09%	170
2020 Q3	$410K	Sell	1,764 -291	-14%	-$63.5K	0.14%	154
2020 Q2	$396K	Sell	2,055 -117	-5%	-$21.1K	0.18%	122
2020 Q1	$333K	Buy	+2,172	New	+$392K	0.2%	106
2019 Q1	–	Sell	-1,665	Closed	-$218K	–	285
2018 Q4	$218K	Buy	1,665 +333	+25%	+$44.9K	0.15%	117
2018 Q3	$202K	Buy	+1,332	New	+$197K	0.12%	127

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

WealthShield Partners's SHW Position: Q3 2021 in Review

WealthShield Partners sold out of Sherwin-Williams (SHW) in Q3 2021, closing a stake of 286 shares — an estimated $78K sold.

WealthShield Partners first reported a position in SHW in Q3 2018 and held it in 8 quarters. The position peaked at $512K in Q4 2020. 1,313 funds tracked by Wall St. Rank hold SHW as of Q3 2021.

WealthShield Partners reported no remaining Sherwin-Williams position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 286 Sherwin-Williams shares in Q3 2021, an estimated $78K.
WealthShield Partners first reported a position in Sherwin-Williams in Q3 2018 and held it in 8 quarters.
WealthShield Partners's Sherwin-Williams position peaked at $512K in Q4 2020.
1,313 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.