FinTrust Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

FinTrust Capital 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 Q3	$16.6K	Hold	151	–	–	﹤0.01%	846
2024 Q2	$12.1K	Buy	151 +26	+21%	+$2.29K	﹤0.01%	869
2024 Q1	$12.2K	Hold	125	–	–	﹤0.01%	825
2023 Q4	$12.3K	Hold	125	–	–	﹤0.01%	795
2023 Q3	$10.4K	Buy	+125	New	+$11.6K	﹤0.01%	782
2020 Q2	–	Sell	-179	Closed	-$18K	–	1158
2020 Q1	$18K	Hold	179	–	–	0.01%	650
2019 Q4	$30K	Buy	179 +29	+19%	+$4.49K	0.01%	560
2019 Q3	$22K	Hold	150	–	–	0.01%	637
2019 Q2	$22K	Sell	150 -107	-42%	-$15.1K	0.01%	588
2019 Q1	$35K	Sell	257 -53	-17%	-$6.91K	0.01%	460
2018 Q4	$37K	Buy	+310	New	+$38.7K	0.02%	443

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's SWK Position: Q3 2024 in Review

FinTrust Capital Advisors held its Stanley Black & Decker (SWK) position steady in Q3 2024 at 151 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

FinTrust Capital Advisors first reported a position in SWK in Q4 2018 and has held it in 11 quarters since. The position peaked at $37K in Q4 2018. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

FinTrust Capital Advisors held 151 shares of Stanley Black & Decker worth $16.6K as of Q3 2024.
FinTrust Capital Advisors left its Stanley Black & Decker share count unchanged in Q3 2024.
Stanley Black & Decker made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #846 holding.
FinTrust Capital Advisors first reported a position in Stanley Black & Decker in Q4 2018 and has held it in 11 quarters since.
FinTrust Capital Advisors's Stanley Black & Decker position peaked at $37K in Q4 2018.
800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.