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

Heritage 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
2022
Q4 		– Sell
-255
Closed -$19.2K – 577
2022
Q3 		$19.2K Hold
255
– – ﹤0.01% 387
2022
Q2 		$27K Buy
+255
New +$31.4K ﹤0.01% 388
2020
Q1 		– Sell
-12
Closed -$1.99K – 572
2019
Q4 		$1.99K Buy
+12
New +$1.86K ﹤0.01% 562

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Heritage Wealth Advisors's SWK Position: Q4 2022 in Review

Heritage Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q4 2022, closing a stake of 255 shares — an estimated $19.2K sold.

Heritage Wealth Advisors first reported a position in SWK in Q4 2019 and held it in 3 quarters. The position peaked at $27K in Q2 2022. 727 funds tracked by Wall St. Rank hold SWK as of Q4 2022.

  • Heritage Wealth Advisors reported no remaining Stanley Black & Decker position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Advisors sold 255 Stanley Black & Decker shares in Q4 2022, an estimated $19.2K.
  • Heritage Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's Stanley Black & Decker position peaked at $27K in Q2 2022.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2022.

Based on Heritage Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.