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

Burt 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
2021
Q1 		– Sell
-123
Closed -$22K – 324
2020
Q4 		$22K Hold
123
– – 0.01% 235
2020
Q3 		$20K Buy
123
+71
+137% +$11.1K 0.01% 242
2020
Q2 		$7K Hold
52
– – ﹤0.01% 284
2020
Q1 		$5K Buy
+52
New +$7.43K ﹤0.01% 314

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

Burt Wealth Advisors's SWK Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 123 shares — an estimated $22K sold.

Burt Wealth Advisors first reported a position in SWK in Q1 2020 and held it in 4 quarters. The position peaked at $22K in Q4 2020. 884 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 123 Stanley Black & Decker shares in Q1 2021, an estimated $22K.
  • Burt Wealth Advisors first reported a position in Stanley Black & Decker in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's Stanley Black & Decker position peaked at $22K in Q4 2020.
  • 884 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.