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Comprehensive Financial Consultants Institutional’s Stanley Black & Decker SWK Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022
Q1 		– Sell
-10
Closed -$1K – 458
2021
Q4 		$1K Buy
+10
New +$1.85K ﹤0.01% 469

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's SWK Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Comprehensive Financial Consultants Institutional first reported a position in SWK in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 888 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 10 Stanley Black & Decker shares in Q1 2022, an estimated $1K.
  • Comprehensive Financial Consultants Institutional first reported a position in Stanley Black & Decker in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Stanley Black & Decker position peaked at $1K in Q4 2021.
  • 888 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.