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

Cetera 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
Q1 		$784K Buy
8,009
+5,913
+282% +$545K 0.01% 1288
2023
Q4 		$206K Buy
+2,096
New +$185K ﹤0.01% 1626
2023
Q3 		– Sell
-2,539
Closed -$238K – 1794
2023
Q2 		$238K Sell
2,539
-819
-24% -$67.8K ﹤0.01% 1422
2023
Q1 		$271K Buy
3,358
+122
+4% +$10.3K ﹤0.01% 1334
2022
Q4 		$243K Buy
3,236
+103
+3% +$8.04K ﹤0.01% 1345
2022
Q3 		$236K Sell
3,133
-471
-13% -$45.3K 0.01% 1068
2022
Q2 		$378K Buy
3,604
+417
+13% +$51.3K 0.01% 963
2022
Q1 		$446K Buy
3,187
+163
+5% +$26.9K 0.01% 939
2021
Q4 		$570K Buy
3,024
+346
+13% +$63.9K 0.01% 841
2021
Q3 		$469K Sell
2,678
-324
-11% -$63.2K 0.01% 903
2021
Q2 		$615K Buy
3,002
+411
+16% +$85.2K 0.01% 732
2021
Q1 		$517K Sell
2,591
-379
-13% -$68.7K 0.01% 725
2020
Q4 		$530K Buy
2,970
+160
+6% +$28.4K 0.02% 620
2020
Q3 		$456K Buy
2,810
+646
+30% +$101K 0.02% 597
2020
Q2 		$302K Sell
2,164
-347
-14% -$41.9K 0.01% 702
2020
Q1 		$251K Sell
2,511
-100
-4% -$14.3K 0.01% 655
2019
Q4 		$432K Sell
2,611
-50
-2% -$7.74K 0.02% 605
2019
Q3 		$384K Buy
2,661
+43
+2% +$6.08K 0.02% 621
2019
Q2 		$378K Sell
2,618
-93
-3% -$13.1K 0.02% 633
2019
Q1 		$370K Sell
2,711
-145
-5% -$18.9K 0.02% 582
2018
Q4 		$343K Sell
2,856
-538
-16% -$67.1K 0.02% 592
2018
Q3 		$498K Buy
3,394
+240
+8% +$34.1K 0.02% 564
2018
Q2 		$421K Sell
3,154
-832
-21% -$120K 0.02% 560
2018
Q1 		$610K Buy
3,986
+234
+6% +$38K 0.04% 422
2017
Q4 		$631K Buy
3,752
+1,246
+50% +$204K 0.04% 384
2017
Q3 		$380K Buy
2,506
+7
+0.3% +$1.01K 0.02% 548
2017
Q2 		$351K Buy
2,499
+757
+43% +$104K 0.02% 557
2017
Q1 		$233K Buy
+1,742
New +$219K 0.02% 658

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

Cetera Advisors's SWK Position: Q1 2024 in Review

Cetera Advisors increased its Stanley Black & Decker (SWK) stake by 282% in Q1 2024, buying an estimated $545K and bringing the position to 8,009 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #1288.

Cetera Advisors first reported a position in SWK in Q1 2017 and has held it in 28 quarters since. 783 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • Cetera Advisors held 8,009 shares of Stanley Black & Decker worth $784K as of Q1 2024.
  • Cetera Advisors bought 5,913 Stanley Black & Decker shares in Q1 2024, an estimated $545K.
  • Stanley Black & Decker made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1288 holding.
  • Cetera Advisors first reported a position in Stanley Black & Decker in Q1 2017 and has held it in 28 quarters since.
  • 783 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.