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WealthSource Partners’s Sherwin-Williams SHW Stock Holding History

WealthSource 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
2022
Q1 		– Sell
-597
Closed -$210K – 618
2021
Q4 		$210K Sell
597
-239
-29% -$77.2K 0.02% 518
2021
Q3 		$234K Buy
+836
New +$245K 0.02% 451
2018
Q4 		– Sell
-1,365
Closed -$207K – 341
2018
Q3 		$207K Buy
+1,365
New +$202K 0.05% 293

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

WealthSource Partners's SHW Position: Q1 2022 in Review

WealthSource Partners sold out of Sherwin-Williams (SHW) in Q1 2022, closing a stake of 597 shares — an estimated $210K sold.

WealthSource Partners first reported a position in SHW in Q3 2018 and held it in 3 quarters. The position peaked at $234K in Q3 2021. 1,356 funds tracked by Wall St. Rank hold SHW as of Q1 2022.

  • WealthSource Partners reported no remaining Sherwin-Williams position as of Q1 2022 after selling out during the quarter.
  • WealthSource Partners sold 597 Sherwin-Williams shares in Q1 2022, an estimated $210K.
  • WealthSource Partners first reported a position in Sherwin-Williams in Q3 2018 and held it in 3 quarters.
  • WealthSource Partners's Sherwin-Williams position peaked at $234K in Q3 2021.
  • 1,356 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2022.

Based on WealthSource Partners's 13F filing for Q1 2022, filed 9 May 2022.