FWM
SWK icon

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

Focused 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
2018
Q4 		– Sell
-6,000
Closed -$10K – 753
2018
Q3 		$10K Buy
+6,000
New +$854K ﹤0.01% 453

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Focused Wealth Management's SWK Position: Q1 2024 in Review

Focused Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 5 shares — an estimated $530 sold.

Focused Wealth Management first reported a position in SWK in Q2 2016 and held it in 12 quarters. The position peaked at $133K in Q2 2016. 784 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • Focused Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 5 Stanley Black & Decker shares in Q1 2024, an estimated $530.
  • Focused Wealth Management first reported a position in Stanley Black & Decker in Q2 2016 and held it in 12 quarters.
  • Focused Wealth Management's Stanley Black & Decker position peaked at $133K in Q2 2016.
  • 784 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.