Centerpoint Advisors’s Stanley Black & Decker SWK Stock Holding History

Centerpoint 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
2024 Q2	–	Sell	-1,750	Closed	-$171K	–	473
2024 Q1	$171K	Hold	1,750	–	–	0.06%	92
2023 Q4	$172K	Sell	1,750 -4	-0.2%	-$352	0.07%	90
2023 Q3	$147K	Hold	1,754	–	–	0.06%	102
2023 Q2	$164K	Hold	1,754	–	–	0.07%	102
2023 Q1	$141K	Buy	1,754 +4	+0.2%	+$337	0.06%	109
2022 Q4	$131K	Hold	1,750	–	–	0.06%	105
2022 Q3	$132K	Hold	1,750	–	–	0.07%	94
2022 Q2	$184K	Hold	1,750	–	–	0.09%	87
2022 Q1	$245K	Hold	1,750	–	–	0.11%	73
2021 Q4	$330K	Hold	1,750	–	–	0.14%	66
2021 Q3	$307K	Hold	1,750	–	–	0.15%	63
2021 Q2	$359K	Buy	+1,750	New	+$363K	0.17%	59
2018 Q2	–	Sell	-16	Closed	-$2K	–	391
2018 Q1	$2K	Buy	+16	New	+$2.6K	﹤0.01%	216

Other funds holding SWK

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centerpoint Advisors's SWK Position: Q2 2024 in Review

Centerpoint Advisors sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 1,750 shares — an estimated $171K sold.

Centerpoint Advisors first reported a position in SWK in Q1 2018 and held it in 13 quarters. The position peaked at $359K in Q2 2021. 726 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

Centerpoint Advisors reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
Centerpoint Advisors sold 1,750 Stanley Black & Decker shares in Q2 2024, an estimated $171K.
Centerpoint Advisors first reported a position in Stanley Black & Decker in Q1 2018 and held it in 13 quarters.
Centerpoint Advisors's Stanley Black & Decker position peaked at $359K in Q2 2021.
726 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on Centerpoint Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.