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

Argent Wealth Management’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
2020
Q2 		$1.08M Sell
6,810
-234
-3% -$28.2K 0.18% 74
2020
Q1 		$751K Buy
7,044
+443
+7% +$63.3K 0.15% 79
2019
Q4 		$1.09M Buy
+6,601
New +$1.02M 0.18% 79

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Argent Wealth Management's SWK Position: Q2 2020 in Review

Argent Wealth Management reduced its Stanley Black & Decker (SWK) stake by 3.3% in Q2 2020, selling an estimated $28.2K and leaving 6,810 shares worth $1.08M. The position accounts for 0.18% of the portfolio, ranked #74.

Argent Wealth Management first reported a position in SWK in Q4 2019 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2019. 753 funds tracked by Wall St. Rank hold SWK as of Q2 2020.

  • Argent Wealth Management held 6,810 shares of Stanley Black & Decker worth $1.08M as of Q2 2020.
  • Argent Wealth Management sold 234 Stanley Black & Decker shares in Q2 2020, an estimated $28.2K.
  • Stanley Black & Decker made up 0.18% of Argent Wealth Management's portfolio in Q2 2020, its #74 holding.
  • Argent Wealth Management first reported a position in Stanley Black & Decker in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's Stanley Black & Decker position peaked at $1.09M in Q4 2019.
  • 753 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.