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Destiny Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

Destiny Wealth Partners’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
2023
Q1 		– Sell
-84
Closed -$6.31K – 590
2022
Q4 		$6.31K Hold
84
– – ﹤0.01% 543
2022
Q3 		$6K Sell
84
-48
-36% -$4.62K ﹤0.01% 482
2022
Q2 		$14K Buy
+132
New +$16.2K ﹤0.01% 397

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Destiny Wealth Partners's SWK Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 84 shares — an estimated $6.31K sold.

Destiny Wealth Partners first reported a position in SWK in Q2 2022 and held it in 3 quarters. The position peaked at $14K in Q2 2022. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 84 Stanley Black & Decker shares in Q1 2023, an estimated $6.31K.
  • Destiny Wealth Partners first reported a position in Stanley Black & Decker in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's Stanley Black & Decker position peaked at $14K in Q2 2022.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.