Certified Advisory Corp’s Stanley Black & Decker SWK Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-38	Closed	-$8K	–	665
2021 Q1	$8K	Buy	+38	New	+$6.89K	﹤0.01%	627
2020 Q2	$5K	Hold	38	–	–	﹤0.01%	638
2020 Q1	$4K	Buy	38 +1	+3%	+$143	﹤0.01%	646
2019 Q4	$6K	Hold	37	–	–	﹤0.01%	652
2019 Q3	$5K	Hold	37	–	–	﹤0.01%	678
2019 Q2	$5K	Hold	37	–	–	﹤0.01%	689
2019 Q1	$5K	Hold	37	–	–	﹤0.01%	639
2018 Q4	$4K	Buy	37 +1	+3%	+$125	﹤0.01%	650
2018 Q3	$5K	Hold	36	–	–	﹤0.01%	663
2018 Q2	$5K	Hold	36	–	–	﹤0.01%	638
2018 Q1	$5K	Buy	36 +1	+3%	+$162	﹤0.01%	607
2017 Q4	$6K	Buy	+35	New	+$5.73K	﹤0.01%	552

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Certified Advisory Corp's SWK Position: Q2 2021 in Review

Certified Advisory Corp sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 38 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in SWK in Q4 2017 and held it in 12 quarters. The position peaked at $8K in Q1 2021. 923 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

Certified Advisory Corp reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 38 Stanley Black & Decker shares in Q2 2021, an estimated $8K.
Certified Advisory Corp first reported a position in Stanley Black & Decker in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Stanley Black & Decker position peaked at $8K in Q1 2021.
923 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.