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Axim Planning & Wealth’s Stanley Black & Decker SWK Stock Holding History

Axim Planning & Wealth’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
-89
Closed -$7K – 149
2022
Q3 		$7K Buy
+89
New +$8.56K 0.01% 128

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Axim Planning & Wealth's SWK Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 89 shares — an estimated $7K sold.

Axim Planning & Wealth first reported a position in SWK in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 89 Stanley Black & Decker shares in Q4 2022, an estimated $7K.
  • Axim Planning & Wealth first reported a position in Stanley Black & Decker in Q3 2022 and held it in 1 quarter.
  • Axim Planning & Wealth's Stanley Black & Decker position peaked at $7K in Q3 2022.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.