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

Prentice 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
2021
Q4 		– Sell
-75
Closed -$13K – 280
2021
Q3 		$13K Sell
75
-19
-20% -$3.71K 0.01% 239
2021
Q2 		$19K Sell
94
-5
-5% -$1.04K 0.01% 217
2021
Q1 		$20K Buy
+99
New +$17.9K 0.01% 213

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Prentice Wealth Management's SWK Position: Q4 2021 in Review

Prentice Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 75 shares — an estimated $13K sold.

Prentice Wealth Management first reported a position in SWK in Q1 2021 and held it in 3 quarters. The position peaked at $20K in Q1 2021. 933 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • Prentice Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
  • Prentice Wealth Management sold 75 Stanley Black & Decker shares in Q4 2021, an estimated $13K.
  • Prentice Wealth Management first reported a position in Stanley Black & Decker in Q1 2021 and held it in 3 quarters.
  • Prentice Wealth Management's Stanley Black & Decker position peaked at $20K in Q1 2021.
  • 933 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on Prentice Wealth Management's 13F filing for Q4 2021, filed 31 Oct 2022.