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

Drive 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
2023
Q1 		– Sell
-4,070
Closed -$306K – 312
2022
Q4 		$306K Buy
4,070
+1,220
+43% +$95.2K 0.15% 155
2022
Q3 		$214K Sell
2,850
-34
-1% -$3.27K 0.2% 135
2022
Q2 		$302K Sell
2,884
-87
-3% -$10.7K 0.28% 106
2022
Q1 		$415K Buy
+2,971
New +$491K 0.35% 80

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

Drive Wealth Management's SWK Position: Q1 2023 in Review

Drive Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 4,070 shares — an estimated $306K sold.

Drive Wealth Management first reported a position in SWK in Q1 2022 and held it in 4 quarters. The position peaked at $415K in Q1 2022. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

  • Drive Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
  • Drive Wealth Management sold 4,070 Stanley Black & Decker shares in Q1 2023, an estimated $306K.
  • Drive Wealth Management first reported a position in Stanley Black & Decker in Q1 2022 and held it in 4 quarters.
  • Drive Wealth Management's Stanley Black & Decker position peaked at $415K in Q1 2022.
  • 713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Drive Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.