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Capital Advisors Inc’s Stanley Black & Decker SWK Stock Holding History

Capital Advisors Inc’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
2024
Q1 		– Sell
-5,563
Closed -$546K – 320
2023
Q4 		$546K Buy
+5,563
New +$490K 0.01% 194

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Advisors Inc's SWK Position: Q1 2024 in Review

Capital Advisors Inc sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 5,563 shares — an estimated $546K sold.

Capital Advisors Inc first reported a position in SWK in Q4 2023 and held it in 1 quarter. The position peaked at $546K in Q4 2023. 783 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • Capital Advisors Inc reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
  • Capital Advisors Inc sold 5,563 Stanley Black & Decker shares in Q1 2024, an estimated $546K.
  • Capital Advisors Inc first reported a position in Stanley Black & Decker in Q4 2023 and held it in 1 quarter.
  • Capital Advisors Inc's Stanley Black & Decker position peaked at $546K in Q4 2023.
  • 783 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Capital Advisors Inc's 13F filing for Q1 2024, filed 29 Apr 2024.