Prospera Financial Services’s Stanley Black & Decker SWK Stock Holding History

Prospera Financial 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
2023 Q1	–	Sell	-3,012	Closed	-$226K	–	999
2022 Q4	$226K	Sell	3,012 -25,101	-89%	-$1.96M	0.01%	803
2022 Q3	$2.11M	Sell	28,113 -18,153	-39%	-$1.75M	0.11%	223
2022 Q2	$4.85M	Buy	46,266 +15,784	+52%	+$1.94M	0.25%	90
2022 Q1	$4.26M	Sell	30,482 -2,859	-9%	-$472K	0.18%	130
2021 Q4	$6.29M	Buy	33,341 +641	+2%	+$118K	0.27%	82
2021 Q3	$5.73M	Buy	32,700 +8,059	+33%	+$1.57M	0.29%	81
2021 Q2	$5.05M	Buy	24,641 +22,762	+1,211%	+$4.72M	0.25%	92
2021 Q1	$376K	Buy	1,879 +89	+5%	+$16.1K	0.02%	560
2020 Q4	$320K	Buy	1,790 +1,721	+2,494%	+$305K	0.02%	521
2020 Q3	$11K	Buy	+69	New	+$10.7K	﹤0.01%	1097

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Prospera Financial Services's SWK Position: Q1 2023 in Review

Prospera Financial Services sold out of Stanley Black & Decker (SWK) in Q1 2023, closing a stake of 3,012 shares — an estimated $226K sold.

Prospera Financial Services first reported a position in SWK in Q3 2020 and held it in 10 quarters. The position peaked at $6.29M in Q4 2021. 713 funds tracked by Wall St. Rank hold SWK as of Q1 2023.

Prospera Financial Services reported no remaining Stanley Black & Decker position as of Q1 2023 after selling out during the quarter.
Prospera Financial Services sold 3,012 Stanley Black & Decker shares in Q1 2023, an estimated $226K.
Prospera Financial Services first reported a position in Stanley Black & Decker in Q3 2020 and held it in 10 quarters.
Prospera Financial Services's Stanley Black & Decker position peaked at $6.29M in Q4 2021.
713 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.