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

BDO 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 		$78.5K Buy
838
+2
+0.2% +$166 0.01% 363
2023
Q1 		$67.4K Sell
836
-358
-30% -$30.1K 0.01% 368
2022
Q4 		$89.7K Sell
1,194
-8,701
-88% -$679K 0.01% 345
2022
Q3 		$744K Buy
9,895
+1,883
+24% +$181K 0.1% 143
2022
Q2 		$840K Buy
8,012
+533
+7% +$65.6K 0.1% 138
2022
Q1 		$1.04M Buy
7,479
+327
+5% +$54K 0.11% 128
2021
Q4 		$1.35M Buy
7,152
+615
+9% +$114K 0.14% 115
2021
Q3 		$1.15M Buy
6,537
+125
+2% +$24.4K 0.13% 122
2021
Q2 		$1.31M Buy
6,412
+142
+2% +$29.4K 0.15% 114
2021
Q1 		$1.25M Hold
6,270
– – 0.15% 115
2020
Q4 		$1.12M Buy
6,270
+87
+1% +$15.4K 0.16% 94
2020
Q3 		$1M Sell
6,183
-608
-9% -$94.7K 0.16% 94
2020
Q2 		$946K Sell
6,791
-212
-3% -$25.6K 0.17% 94
2020
Q1 		$700K Buy
7,003
+1,710
+32% +$244K 0.14% 108
2019
Q4 		$877K Sell
5,293
-848
-14% -$131K 0.23% 80
2019
Q3 		$887K Buy
6,141
+167
+3% +$23.6K 0.23% 82
2019
Q2 		$864K Sell
5,974
-475
-7% -$66.9K 0.24% 85
2019
Q1 		$878K Buy
6,449
+986
+18% +$129K 0.26% 77
2018
Q4 		$654K Sell
5,463
-524
-9% -$65.4K 0.23% 82
2018
Q3 		$877K Buy
5,987
+51
+0.9% +$7.26K 0.28% 67
2018
Q2 		$788K Sell
5,936
-100
-2% -$14.4K 0.27% 71
2018
Q1 		$925K Buy
6,036
+281
+5% +$45.6K 0.35% 55
2017
Q4 		$977K Sell
5,755
-575
-9% -$94.1K 0.44% 44
2017
Q3 		$956K Sell
6,330
-500
-7% -$71.9K 0.47% 39
2017
Q2 		$961K Buy
+6,830
New +$937K 0.42% 44

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

BDO Wealth Advisors increased its Stanley Black & Decker (SWK) stake by 0.24% in Q2 2023, buying an estimated $166 and bringing the position to 838 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #363.

BDO Wealth Advisors first reported a position in SWK in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.35M in Q4 2021. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2023.

  • BDO Wealth Advisors held 838 shares of Stanley Black & Decker worth $78.5K as of Q2 2023.
  • BDO Wealth Advisors bought 2 Stanley Black & Decker shares in Q2 2023, an estimated $166.
  • Stanley Black & Decker made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #363 holding.
  • BDO Wealth Advisors first reported a position in Stanley Black & Decker in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Stanley Black & Decker position peaked at $1.35M in Q4 2021.
  • 726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.