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

Modera 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
2022
Q1 		– Sell
-1,509
Closed -$285K – 563
2021
Q4 		$285K Buy
+1,509
New +$279K 0.01% 435

Other funds holding SWK

Vanguard Group
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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Modera Wealth Management's SWK Position: Q1 2022 in Review

Modera Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,509 shares — an estimated $285K sold.

Modera Wealth Management first reported a position in SWK in Q4 2021 and held it in 1 quarter. The position peaked at $285K in Q4 2021. 888 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

  • Modera Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,509 Stanley Black & Decker shares in Q1 2022, an estimated $285K.
  • Modera Wealth Management first reported a position in Stanley Black & Decker in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Stanley Black & Decker position peaked at $285K in Q4 2021.
  • 888 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.