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Curi Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Curi Wealth Management’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
Q3 		– Sell
-1
Closed – – 628
2022
Q2 		$0 Hold
1
– – ﹤0.01% 717
2022
Q1 		$0 Hold
1
– – ﹤0.01% 643
2021
Q4 		$0 Buy
+1
New +$185 ﹤0.01% 596
2021
Q1 		– Sell
-1
Closed – – 432
2020
Q4 		$0 Buy
+1
New +$177 ﹤0.01% 503

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Curi Wealth Management's SWK Position: Q3 2022 in Review

Curi Wealth Management sold out of Stanley Black & Decker (SWK) in Q3 2022, closing a stake of 1 share.

Curi Wealth Management first reported a position in SWK in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 743 funds tracked by Wall St. Rank hold SWK as of Q3 2022.

  • Curi Wealth Management reported no remaining Stanley Black & Decker position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1 Stanley Black & Decker share in Q3 2022.
  • Curi Wealth Management first reported a position in Stanley Black & Decker in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Stanley Black & Decker position peaked at $0 in Q2 2022.
  • 743 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.