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Advocacy Wealth Management Services’s Stanley Black & Decker SWK Stock Holding History

Advocacy Wealth Management Services’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
Q4 		– Sell
-267
Closed -$22K – 124
2022
Q3 		$22K Hold
267
– – ﹤0.01% 81
2022
Q2 		$28K Buy
267
+70
+36% +$8.61K ﹤0.01% 72
2022
Q1 		$28K Buy
197
+69
+54% +$11.4K ﹤0.01% 79
2021
Q4 		$24K Hold
128
– – ﹤0.01% 86
2021
Q3 		$22K Buy
128
+64
+100% +$12.5K ﹤0.01% 87
2021
Q2 		$13K Sell
64
-38
-37% -$7.88K ﹤0.01% 129
2021
Q1 		$20K Hold
102
– – ﹤0.01% 96
2020
Q4 		$18K Hold
102
– – ﹤0.01% 95
2020
Q3 		$17K Sell
102
-88
-46% -$13.7K ﹤0.01% 91
2020
Q2 		$26K Hold
190
– – 0.01% 73
2020
Q1 		$18K Buy
190
+4
+2% +$571 ﹤0.01% 82
2019
Q4 		$31K Sell
186
-5
-3% -$774 0.01% 70
2019
Q3 		$28K Hold
191
– – 0.02% 74
2019
Q2 		$28K Buy
191
+42
+28% +$5.92K 0.02% 75
2019
Q1 		$21K Sell
149
-52
-26% -$6.78K 0.02% 81
2018
Q4 		$24K Buy
201
+49
+32% +$6.12K 0.02% 75
2018
Q3 		$22K Hold
152
– – 0.01% 85
2018
Q2 		$20K Buy
152
+20
+15% +$2.88K 0.01% 88
2018
Q1 		$20K Hold
132
– – 0.01% 90
2017
Q4 		$22K Sell
132
-52
-28% -$8.51K 0.02% 102
2017
Q3 		$27K Buy
184
+52
+39% +$7.48K 0.01% 108
2017
Q2 		$2K Buy
132
+80
+154% +$11K ﹤0.01% 266
2017
Q1 		$7K Hold
52
– – ﹤0.01% 242
2016
Q4 		$6K Hold
52
– – ﹤0.01% 243
2016
Q3 		$6K Sell
52
-200
-79% -$24.1K ﹤0.01% 312
2016
Q2 		$28K Sell
252
-142
-36% -$15.8K 0.01% 195
2016
Q1 		$41K Buy
+394
New +$38.2K 0.03% 200

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advocacy Wealth Management Services's SWK Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 267 shares — an estimated $22K sold.

Advocacy Wealth Management Services first reported a position in SWK in Q1 2016 and held it in 27 quarters. The position peaked at $41K in Q1 2016. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 267 Stanley Black & Decker shares in Q4 2022, an estimated $22K.
  • Advocacy Wealth Management Services first reported a position in Stanley Black & Decker in Q1 2016 and held it in 27 quarters.
  • Advocacy Wealth Management Services's Stanley Black & Decker position peaked at $41K in Q1 2016.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.