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

Regal 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
2022
Q1 		– Sell
-1,125
Closed -$212K – 574
2021
Q4 		$212K Buy
+1,125
New +$208K 0.02% 509
2021
Q3 		– Sell
-1,123
Closed -$230K – 547
2021
Q2 		$230K Buy
+1,123
New +$233K 0.02% 486
2018
Q2 		– Sell
-1,385
Closed -$212K – 310
2018
Q1 		$212K Buy
1,385
+100
+8% +$16.2K 0.05% 287
2017
Q4 		$218K Buy
+1,285
New +$210K 0.05% 266
2015
Q4 		– Sell
-100
Closed -$9K – 801
2015
Q3 		$9K Sell
100
-1,271
-93% -$131K ﹤0.01% 720
2015
Q2 		$144K Hold
1,371
– – 0.04% 285
2015
Q1 		$131K Buy
1,371
+341
+33% +$32.6K 0.03% 299
2014
Q4 		$99K Sell
1,030
-1,497
-59% -$138K 0.03% 311
2014
Q3 		$224K Buy
2,527
+727
+40% +$65K 0.07% 212
2014
Q2 		$158K Buy
1,800
+800
+80% +$68.2K 0.06% 228
2014
Q1 		$81K Buy
1,000
+500
+100% +$40.1K 0.03% 288
2013
Q4 		$40K Buy
500
+442
+762% +$36.2K 0.02% 325
2013
Q3 		$5K Sell
58
-2,700
-98% -$231K ﹤0.01% 712
2013
Q2 		$213K Buy
+2,758
New +$216K 0.12% 152

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 $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Regal Investment Advisors's SWK Position: Q1 2022 in Review

Regal Investment Advisors sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 1,125 shares — an estimated $212K sold.

Regal Investment Advisors first reported a position in SWK in Q2 2013 and held it in 14 quarters. The position peaked at $230K in Q2 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

  • Regal Investment Advisors reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 1,125 Stanley Black & Decker shares in Q1 2022, an estimated $212K.
  • Regal Investment Advisors first reported a position in Stanley Black & Decker in Q2 2013 and held it in 14 quarters.
  • Regal Investment Advisors's Stanley Black & Decker position peaked at $230K in Q2 2021.
  • 887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.