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Pinnacle Private Wealth’s Stanley Black & Decker SWK Stock Holding History

Pinnacle Private Wealth’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
Q2 		$520K Hold
4,959
– – 0.2% 119
2022
Q1 		$693K Buy
4,959
+785
+19% +$130K 0.22% 106
2021
Q4 		$787K Buy
+4,174
New +$771K 0.25% 97

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pinnacle Private Wealth's SWK Position: Q2 2022 in Review

Pinnacle Private Wealth held its Stanley Black & Decker (SWK) position steady in Q2 2022 at 4,959 shares worth $520K. The position accounts for 0.2% of the portfolio, ranked #119.

Pinnacle Private Wealth first reported a position in SWK in Q4 2021 and has held it in 3 quarters since. The position peaked at $787K in Q4 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

  • Pinnacle Private Wealth held 4,959 shares of Stanley Black & Decker worth $520K as of Q2 2022.
  • Pinnacle Private Wealth left its Stanley Black & Decker share count unchanged in Q2 2022.
  • Stanley Black & Decker made up 0.2% of Pinnacle Private Wealth's portfolio in Q2 2022, its #119 holding.
  • Pinnacle Private Wealth first reported a position in Stanley Black & Decker in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Stanley Black & Decker position peaked at $787K in Q4 2021.
  • 821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.