CWM
SWK icon

C2C Wealth Management’s Stanley Black & Decker SWK Stock Holding History

C2C 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
2023
Q4 		– Sell
-6,035
Closed -$486K – 214
2023
Q3 		$486K Hold
6,035
– – 0.07% 152
2023
Q2 		$587K Buy
+6,035
New +$500K 0.08% 135

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

C2C Wealth Management's SWK Position: Q4 2023 in Review

C2C Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2023, closing a stake of 6,035 shares — an estimated $486K sold.

C2C Wealth Management first reported a position in SWK in Q2 2023 and held it in 2 quarters. The position peaked at $587K in Q2 2023. 813 funds tracked by Wall St. Rank hold SWK as of Q4 2023.

  • C2C Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 6,035 Stanley Black & Decker shares in Q4 2023, an estimated $486K.
  • C2C Wealth Management first reported a position in Stanley Black & Decker in Q2 2023 and held it in 2 quarters.
  • C2C Wealth Management's Stanley Black & Decker position peaked at $587K in Q2 2023.
  • 813 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.