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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return