180 Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

180 Wealth Advisors’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,365	Closed	-$240K	–	399
2021 Q4	$240K	Hold	1,365	–	–	0.05%	313
2021 Q3	$248K	Sell	1,365 -1,005	-42%	-$196K	0.05%	317
2021 Q2	$469K	Buy	2,370 +1,025	+76%	+$213K	0.11%	187
2021 Q1	$283K	Buy	1,345 +33	+3%	+$5.98K	0.07%	265
2020 Q4	$232K	Sell	1,312 -23	-2%	-$4.08K	0.07%	275
2020 Q3	$235K	Buy	1,335 +24	+2%	+$3.74K	0.09%	222
2020 Q2	$201K	Buy	+1,311	New	+$158K	0.08%	249
2020 Q1	–	Sell	-1,280	Closed	-$214K	–	264
2019 Q4	$214K	Buy	+1,280	New	+$198K	0.09%	242
2018 Q1	–	Sell	-1,280	Closed	-$217K	–	248
2017 Q4	$217K	Buy	+1,280	New	+$210K	0.11%	218

Other funds holding SWK

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

180 Wealth Advisors's SWK Position: Q1 2022 in Review

180 Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,365 shares — an estimated $240K sold.

180 Wealth Advisors first reported a position in SWK in Q4 2017 and held it in 9 quarters. The position peaked at $469K in Q2 2021. 888 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

180 Wealth Advisors reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
180 Wealth Advisors sold 1,365 Stanley Black & Decker shares in Q1 2022, an estimated $240K.
180 Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2017 and held it in 9 quarters.
180 Wealth Advisors's Stanley Black & Decker position peaked at $469K in Q2 2021.
888 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on 180 Wealth Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.