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

Meridian 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
2021
Q2 		– Sell
-20
Closed -$4K – 1109
2021
Q1 		$4K Buy
+20
New +$3.63K ﹤0.01% 796

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Meridian Wealth Partners's SWK Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 20 shares — an estimated $4K sold.

Meridian Wealth Partners first reported a position in SWK in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 923 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 20 Stanley Black & Decker shares in Q2 2021, an estimated $4K.
  • Meridian Wealth Partners first reported a position in Stanley Black & Decker in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Stanley Black & Decker position peaked at $4K in Q1 2021.
  • 923 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.