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KPP Advisory Services’s Stanley Black & Decker SWK Stock Holding History

KPP Advisory Services’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
Q2 		– Sell
-2,130
Closed -$209K – 253
2024
Q1 		$209K Buy
+2,130
New +$196K 0.06% 228

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BlackRock
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State Street
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Wells Fargo
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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KPP Advisory Services's SWK Position: Q2 2024 in Review

KPP Advisory Services sold out of Stanley Black & Decker (SWK) in Q2 2024, closing a stake of 2,130 shares — an estimated $209K sold.

KPP Advisory Services first reported a position in SWK in Q1 2024 and held it in 1 quarter. The position peaked at $209K in Q1 2024. 727 funds tracked by Wall St. Rank hold SWK as of Q2 2024.

  • KPP Advisory Services reported no remaining Stanley Black & Decker position as of Q2 2024 after selling out during the quarter.
  • KPP Advisory Services sold 2,130 Stanley Black & Decker shares in Q2 2024, an estimated $209K.
  • KPP Advisory Services first reported a position in Stanley Black & Decker in Q1 2024 and held it in 1 quarter.
  • KPP Advisory Services's Stanley Black & Decker position peaked at $209K in Q1 2024.
  • 727 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2024.

Based on KPP Advisory Services's 13F filing for Q2 2024, filed 27 Aug 2024.