Ropes Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-6	Closed	-$1K	–	721
2020 Q4	$1K	Buy	+6	New	+$1.06K	﹤0.01%	775
2018 Q4	–	Sell	-50	Closed	-$7K	–	533
2018 Q3	$7K	Hold	50	–	–	﹤0.01%	479
2018 Q2	$7K	Hold	50	–	–	﹤0.01%	490
2018 Q1	$8K	Buy	+50	New	+$8.11K	﹤0.01%	472
2016 Q4	–	Sell	-190	Closed	-$23K	–	507
2016 Q3	$23K	Buy	+190	New	+$22.9K	0.01%	348
2016 Q1	–	Sell	-670	Closed	-$72K	–	518
2015 Q4	$72K	Buy	+670	New	+$70.6K	0.03%	223

Other funds holding SWK

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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

Ropes Wealth Advisors's SWK Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in SWK in Q4 2015 and held it in 6 quarters. The position peaked at $72K in Q4 2015. 885 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

Ropes Wealth Advisors reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 6 Stanley Black & Decker shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2015 and held it in 6 quarters.
Ropes Wealth Advisors's Stanley Black & Decker position peaked at $72K in Q4 2015.
885 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.