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

SOA 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
2022
Q2 		– Sell
-11
Closed -$1K – 1019
2022
Q1 		$1K Hold
11
– – ﹤0.01% 874
2021
Q4 		$2K Hold
11
– – ﹤0.01% 792
2021
Q3 		$1K Hold
11
– – ﹤0.01% 870
2021
Q2 		$2K Sell
11
-5
-31% -$1.04K ﹤0.01% 784
2021
Q1 		$3K Buy
16
+1
+7% +$181 ﹤0.01% 692
2020
Q4 		$2K Buy
+15
New +$2.66K ﹤0.01% 702

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SOA Wealth Advisors's SWK Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q2 2022, closing a stake of 11 shares — an estimated $1K sold.

SOA Wealth Advisors first reported a position in SWK in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2021. 821 funds tracked by Wall St. Rank hold SWK as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Stanley Black & Decker position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 11 Stanley Black & Decker shares in Q2 2022, an estimated $1K.
  • SOA Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's Stanley Black & Decker position peaked at $3K in Q1 2021.
  • 821 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.