Texas Capital Bank Wealth Management Services’s Stanley Black & Decker SWK Stock Holding History

Texas Capital Bank Wealth Management Services’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	-7,004	Closed	-$560K	–	231
2024 Q2	$560K	Buy	7,004 +4,000	+133%	+$352K	0.06%	112
2024 Q1	$294K	Buy	+3,004	New	+$277K	0.03%	158
2023 Q4	–	Sell	-3,002	Closed	-$251K	–	220
2023 Q3	$251K	Buy	3,002 +2	+0.1%	+$185	0.03%	166
2023 Q2	$281K	Buy	+3,000	New	+$248K	0.03%	170

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

Texas Capital Bank Wealth Management Services's SWK Position: Q3 2024 in Review

Texas Capital Bank Wealth Management Services sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 7,004 shares — an estimated $560K sold.

Texas Capital Bank Wealth Management Services first reported a position in SWK in Q2 2023 and held it in 4 quarters. The position peaked at $560K in Q2 2024. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

Texas Capital Bank Wealth Management Services reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
Texas Capital Bank Wealth Management Services sold 7,004 Stanley Black & Decker shares in Q3 2024, an estimated $560K.
Texas Capital Bank Wealth Management Services first reported a position in Stanley Black & Decker in Q2 2023 and held it in 4 quarters.
Texas Capital Bank Wealth Management Services's Stanley Black & Decker position peaked at $560K in Q2 2024.
800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q3 2024, filed 14 Nov 2024.