Realta Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-11	Closed	-$879	–	720
2024 Q2	$879	Sell	11 -130	-92%	-$11.4K	﹤0.01%	775
2024 Q1	$13.8K	Buy	+141	New	+$13K	﹤0.01%	672
2023 Q4	–	Sell	-11	Closed	-$1.03K	–	763
2023 Q3	$1.03K	Hold	11	–	–	﹤0.01%	774
2023 Q2	$1.03K	Buy	+11	New	+$911	﹤0.01%	824
2020 Q1	–	Sell	-16	Closed	-$3K	–	1253
2019 Q4	$3K	Buy	+16	New	+$2.48K	﹤0.01%	1441
2019 Q3	–	Sell	-3	Closed	–	–	1785
2019 Q2	$0	Buy	+3	New	+$423	﹤0.01%	1802

Other funds holding SWK

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Realta Investment Advisors's SWK Position: Q3 2024 in Review

Realta Investment Advisors sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 11 shares — an estimated $879 sold.

Realta Investment Advisors first reported a position in SWK in Q2 2019 and held it in 6 quarters. The position peaked at $13.8K in Q1 2024. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

Realta Investment Advisors reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 11 Stanley Black & Decker shares in Q3 2024, an estimated $879.
Realta Investment Advisors first reported a position in Stanley Black & Decker in Q2 2019 and held it in 6 quarters.
Realta Investment Advisors's Stanley Black & Decker position peaked at $13.8K in Q1 2024.
800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.