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

BNC 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
Q1 		– Sell
-4,961
Closed -$886K – 103
2020
Q4 		$886K Buy
4,961
+356
+8% +$63.1K 0.56% 58
2020
Q3 		$747K Buy
+4,605
New +$717K 0.53% 53

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

BNC Wealth Management's SWK Position: Q1 2021 in Review

BNC Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 4,961 shares — an estimated $886K sold.

BNC Wealth Management first reported a position in SWK in Q3 2020 and held it in 2 quarters. The position peaked at $886K in Q4 2020. 884 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

  • BNC Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
  • BNC Wealth Management sold 4,961 Stanley Black & Decker shares in Q1 2021, an estimated $886K.
  • BNC Wealth Management first reported a position in Stanley Black & Decker in Q3 2020 and held it in 2 quarters.
  • BNC Wealth Management's Stanley Black & Decker position peaked at $886K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on BNC Wealth Management's 13F filing for Q1 2021, filed 19 May 2021.