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Briaud Financial Planning’s Stanley Black & Decker SWK Stock Holding History

Briaud Financial Planning’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
Q4 		– Sell
-7
Closed – – 145
2023
Q3 		$0 Buy
+7
New +$649 ﹤0.01% 173

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Briaud Financial Planning's SWK Position: Q4 2023 in Review

Briaud Financial Planning sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 7 shares.

Briaud Financial Planning first reported a position in SWK in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • Briaud Financial Planning reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
  • Briaud Financial Planning sold 7 Stanley Black & Decker shares in Q4 2023.
  • Briaud Financial Planning first reported a position in Stanley Black & Decker in Q3 2023 and held it in 1 quarter.
  • Briaud Financial Planning's Stanley Black & Decker position peaked at $0 in Q3 2023.
  • 813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on Briaud Financial Planning's 13F filing for Q4 2023, filed 2 Feb 2024.