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

Atlas Private 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
2021 Q2	–	Sell	-544	Closed	-$109K	–	335
2021 Q1	$109K	Hold	544	–	–	0.07%	147
2020 Q4	$97K	Hold	544	–	–	0.07%	154
2020 Q3	$88K	Hold	544	–	–	0.07%	153
2020 Q2	$76K	Hold	544	–	–	0.06%	165
2020 Q1	$54K	Hold	544	–	–	0.05%	175
2019 Q4	$90K	Buy	+544	New	+$84.2K	0.07%	165

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Atlas Private Wealth Management's SWK Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 544 shares — an estimated $109K sold.

Atlas Private Wealth Management first reported a position in SWK in Q4 2019 and held it in 6 quarters. The position peaked at $109K in Q1 2021. 923 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

Atlas Private Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 544 Stanley Black & Decker shares in Q2 2021, an estimated $109K.
Atlas Private Wealth Management first reported a position in Stanley Black & Decker in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Stanley Black & Decker position peaked at $109K in Q1 2021.
923 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.