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Avantax Planning Partners’s Stanley Black & Decker SWK Stock Holding History

Avantax Planning Partners’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
-1,249
Closed -$236K – 381
2021
Q4 		$236K Sell
1,249
-49
-4% -$9.05K 0.01% 308
2021
Q3 		$228K Hold
1,298
– – 0.01% 301
2021
Q2 		$266K Buy
1,298
+49
+4% +$10.2K 0.01% 275
2021
Q1 		$249K Hold
1,249
– – 0.01% 266
2020
Q4 		$223K Sell
1,249
-56
-4% -$9.93K 0.01% 262
2020
Q3 		$212K Buy
+1,305
New +$203K 0.01% 273
2020
Q1 		– Sell
-1,305
Closed -$216K – 311
2019
Q4 		$216K Sell
1,305
-605
-32% -$93.7K 0.01% 280
2019
Q3 		$276K Hold
1,910
– – 0.02% 248
2019
Q2 		$277K Hold
1,910
– – 0.02% 240
2019
Q1 		$260K Buy
+1,910
New +$249K 0.02% 246
2018
Q4 		– Sell
-1,305
Closed -$191K – 1079
2018
Q3 		$191K Buy
+1,305
New +$186K 0.02% 245
2018
Q2 		– Sell
-1,310
Closed -$201K – 1319
2018
Q1 		$201K Sell
1,310
-120
-8% -$19.5K 0.02% 290
2017
Q4 		$243K Sell
1,430
-380
-21% -$62.2K 0.02% 264
2017
Q3 		$273K Buy
1,810
+120
+7% +$17.3K 0.02% 295
2017
Q2 		$238K Buy
1,690
+5
+0.3% +$686 0.02% 301
2017
Q1 		$224K Sell
1,685
-180
-10% -$22.6K 0.02% 297
2016
Q4 		$214K Buy
+1,865
New +$222K 0.02% 287

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Avantax Planning Partners's SWK Position: Q1 2022 in Review

Avantax Planning Partners sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,249 shares — an estimated $236K sold.

Avantax Planning Partners first reported a position in SWK in Q4 2016 and held it in 17 quarters. The position peaked at $277K in Q2 2019. 887 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

  • Avantax Planning Partners reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 1,249 Stanley Black & Decker shares in Q1 2022, an estimated $236K.
  • Avantax Planning Partners first reported a position in Stanley Black & Decker in Q4 2016 and held it in 17 quarters.
  • Avantax Planning Partners's Stanley Black & Decker position peaked at $277K in Q2 2019.
  • 887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Avantax Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.