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

Arete 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
2023
Q2 		– Sell
-3,560
Closed -$287K – 748
2023
Q1 		$287K Sell
3,560
-381
-10% -$32.1K 0.02% 484
2022
Q4 		$296K Buy
3,941
+39
+1% +$3.04K 0.03% 458
2022
Q3 		$293K Sell
3,902
-7,702
-66% -$741K 0.03% 407
2022
Q2 		$890K Buy
11,604
+8,166
+238% +$1M 0.09% 170
2022
Q1 		$481K Sell
3,438
-162
-5% -$26.8K 0.04% 290
2021
Q4 		$672K Buy
3,600
+65
+2% +$12K 0.06% 238
2021
Q3 		$620K Buy
3,535
+10
+0.3% +$1.95K 0.07% 223
2021
Q2 		$520K Sell
3,525
-75
-2% -$15.6K 0.07% 199
2021
Q1 		$719K Buy
3,600
+91
+3% +$16.5K 0.09% 191
2020
Q4 		$617K Buy
3,509
+16
+0.5% +$2.84K 0.09% 200
2020
Q3 		$576K Sell
3,493
-4
-0.1% -$623 0.09% 193
2020
Q2 		$487K Sell
3,497
-149
-4% -$18K 0.08% 221
2020
Q1 		$365K Buy
3,646
+190
+5% +$27.1K 0.07% 227
2019
Q4 		$573K Sell
3,456
-20
-0.6% -$3.1K 0.1% 217
2019
Q3 		$502K Sell
3,476
-49
-1% -$6.92K 0.1% 218
2019
Q2 		$510K Buy
3,525
+167
+5% +$23.5K 0.1% 216
2019
Q1 		$457K Buy
3,358
+13
+0.4% +$1.7K 0.1% 222
2018
Q4 		$401K Buy
3,345
+13
+0.4% +$1.62K 0.1% 223
2018
Q3 		$488K Buy
3,332
+23
+0.7% +$3.27K 0.11% 190
2018
Q2 		$440K Buy
+3,309
New +$476K 0.1% 211

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Arete Wealth Advisors's SWK Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q2 2023, closing a stake of 3,560 shares — an estimated $287K sold.

Arete Wealth Advisors first reported a position in SWK in Q2 2018 and held it in 20 quarters. The position peaked at $890K in Q2 2022. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Stanley Black & Decker position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,560 Stanley Black & Decker shares in Q2 2023, an estimated $287K.
  • Arete Wealth Advisors first reported a position in Stanley Black & Decker in Q2 2018 and held it in 20 quarters.
  • Arete Wealth Advisors's Stanley Black & Decker position peaked at $890K in Q2 2022.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.