SWM
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SeaCrest Wealth Management’s Stanley Black & Decker SWK Stock Holding History

SeaCrest Wealth Management’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
Q4 		– Sell
-2,829
Closed -$312K – 698
2024
Q3 		$312K Buy
+2,829
New +$272K 0.03% 481
2024
Q2 		– Sell
-2,365
Closed -$232K – 638
2024
Q1 		$232K Sell
2,365
-1,329
-36% -$122K 0.03% 530
2023
Q4 		$353K Buy
3,694
+668
+22% +$58.8K 0.04% 407
2023
Q3 		$253K Sell
3,026
-477
-14% -$44.2K 0.03% 503
2023
Q2 		$328K Buy
3,503
+467
+15% +$38.7K 0.04% 442
2023
Q1 		$245K Buy
3,036
+285
+10% +$24K 0.03% 526
2022
Q4 		$207K Buy
2,751
+31
+1% +$2.42K 0.03% 558
2022
Q3 		$205K Buy
2,720
+34
+1% +$3.27K 0.03% 543
2022
Q2 		$282K Buy
2,686
+130
+5% +$16K 0.04% 482
2022
Q1 		$357K Sell
2,556
-102
-4% -$16.8K 0.04% 466
2021
Q4 		$501K Buy
2,658
+183
+7% +$33.8K 0.06% 358
2021
Q3 		$434K Sell
2,475
-16
-0.6% -$3.12K 0.05% 382
2021
Q2 		$511K Buy
2,491
+13
+0.5% +$2.7K 0.06% 334
2021
Q1 		$495K Buy
2,478
+356
+17% +$64.5K 0.07% 315
2020
Q4 		$379K Buy
2,122
+61
+3% +$10.8K 0.05% 359
2020
Q3 		$334K Sell
2,061
-307
-13% -$47.8K 0.05% 357
2020
Q2 		$330K Sell
2,368
-1
-0% -$121 0.06% 356
2020
Q1 		$237K Buy
2,369
+26
+1% +$3.71K 0.05% 394
2019
Q4 		$388K Buy
+2,343
New +$363K 0.07% 333
2019
Q2 		– Sell
-802
Closed -$109K – 1683
2019
Q1 		$109K Buy
802
+196
+32% +$25.6K 0.02% 660
2018
Q4 		$73K Buy
606
+6
+1% +$749 0.02% 778
2018
Q3 		$88K Buy
600
+6
+1% +$854 0.01% 796
2018
Q2 		$79K Sell
594
-25
-4% -$3.6K 0.01% 815
2018
Q1 		$95K Sell
619
-106
-15% -$17.2K 0.02% 720
2017
Q4 		$123K Buy
+725
New +$119K 0.02% 637

Other funds holding SWK

Vanguard Group
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SeaCrest Wealth Management's SWK Position: Q4 2024 in Review

SeaCrest Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,829 shares — an estimated $312K sold.

SeaCrest Wealth Management first reported a position in SWK in Q4 2017 and held it in 25 quarters. The position peaked at $511K in Q2 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • SeaCrest Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 2,829 Stanley Black & Decker shares in Q4 2024, an estimated $312K.
  • SeaCrest Wealth Management first reported a position in Stanley Black & Decker in Q4 2017 and held it in 25 quarters.
  • SeaCrest Wealth Management's Stanley Black & Decker position peaked at $511K in Q2 2021.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on SeaCrest Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.