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Delos Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Delos Wealth 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 		– Sell
-2
Closed -$197 – 455
2023
Q4 		$197 Hold
2
– – ﹤0.01% 318
2023
Q3 		$189 Hold
2
– – ﹤0.01% 353
2023
Q2 		$188 Hold
2
– – ﹤0.01% 352
2023
Q1 		$162 Hold
2
– – ﹤0.01% 370
2022
Q4 		$150 Hold
2
– – ﹤0.01% 378
2022
Q3 		$0 Buy
+2
New +$192 ﹤0.01% 373

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

Delos Wealth Advisors's SWK Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 2 shares — an estimated $197 sold.

Delos Wealth Advisors first reported a position in SWK in Q3 2022 and held it in 6 quarters. The position peaked at $197 in Q4 2023. 783 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 2 Stanley Black & Decker shares in Q1 2024, an estimated $197.
  • Delos Wealth Advisors first reported a position in Stanley Black & Decker in Q3 2022 and held it in 6 quarters.
  • Delos Wealth Advisors's Stanley Black & Decker position peaked at $197 in Q4 2023.
  • 783 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.