Capital Asset Advisory Services’s Stanley Black & Decker SWK Stock Holding History

Capital Asset Advisory Services’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	-71	Closed	-$13K	–	1408
2020 Q4	$13K	Buy	+71	New	+$12.6K	﹤0.01%	1025

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Asset Advisory Services's SWK Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 71 shares — an estimated $13K sold.

Capital Asset Advisory Services first reported a position in SWK in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 884 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

Capital Asset Advisory Services reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 71 Stanley Black & Decker shares in Q1 2021, an estimated $13K.
Capital Asset Advisory Services first reported a position in Stanley Black & Decker in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Stanley Black & Decker position peaked at $13K in Q4 2020.
884 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.