IWP
SWK icon

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

Icon 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
2019
Q2 		– Sell
-11
Closed -$1K – 689
2019
Q1 		$1K Buy
+11
New +$1.44K ﹤0.01% 873
2018
Q3 		– Sell
-14
Closed -$2K – 668
2018
Q2 		$2K Buy
+14
New +$2.02K ﹤0.01% 806
2018
Q1 		– Sell
-700
Closed -$119K – 664
2017
Q4 		$119K Buy
+700
New +$115K 0.06% 245

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Icon Wealth Partners's SWK Position: Q2 2019 in Review

Icon Wealth Partners sold out of Stanley Black & Decker (SWK) in Q2 2019, closing a stake of 11 shares — an estimated $1K sold.

Icon Wealth Partners first reported a position in SWK in Q4 2017 and held it in 3 quarters. The position peaked at $119K in Q4 2017. 730 funds tracked by Wall St. Rank hold SWK as of Q2 2019.

  • Icon Wealth Partners reported no remaining Stanley Black & Decker position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 11 Stanley Black & Decker shares in Q2 2019, an estimated $1K.
  • Icon Wealth Partners first reported a position in Stanley Black & Decker in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Stanley Black & Decker position peaked at $119K in Q4 2017.
  • 730 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.