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Western Pacific Wealth Management’s Illinois Tool Works ITW Stock Holding History

Western Pacific Wealth Management’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
Q4 		– Sell
-22
Closed -$5.07K – 263
2023
Q3 		$5.07K Hold
22
– – ﹤0.01% 213
2023
Q2 		$5.5K Hold
22
– – ﹤0.01% 216
2023
Q1 		$5.36K Hold
22
– – ﹤0.01% 219
2022
Q4 		$4.85K Buy
+22
New +$4.69K ﹤0.01% 217

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State Street
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Wells Fargo
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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
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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Western Pacific Wealth Management's ITW Position: Q4 2023 in Review

Western Pacific Wealth Management sold out of Illinois Tool Works (ITW) in Q4 2023, closing a stake of 22 shares — an estimated $5.07K sold.

Western Pacific Wealth Management first reported a position in ITW in Q4 2022 and held it in 4 quarters. The position peaked at $5.5K in Q2 2023. 1,752 funds tracked by Wall St. Rank hold ITW as of Q4 2023.

  • Western Pacific Wealth Management reported no remaining Illinois Tool Works position as of Q4 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 22 Illinois Tool Works shares in Q4 2023, an estimated $5.07K.
  • Western Pacific Wealth Management first reported a position in Illinois Tool Works in Q4 2022 and held it in 4 quarters.
  • Western Pacific Wealth Management's Illinois Tool Works position peaked at $5.5K in Q2 2023.
  • 1,752 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2023.

Based on Western Pacific Wealth Management's 13F filing for Q4 2023, filed 9 Feb 2024.