TWP
SWK icon

TFO Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

TFO Wealth Partners’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
Q1 		– Sell
-2
Closed -$196 – 916
2023
Q4 		$196 Hold
2
– – ﹤0.01% 651
2023
Q3 		$187 Buy
+2
New +$185 ﹤0.01% 833
2022
Q3 		– Sell
-40
Closed -$4K – 450
2022
Q2 		$4K Buy
+40
New +$4.92K ﹤0.01% 239

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TFO Wealth Partners's SWK Position: Q1 2024 in Review

TFO Wealth Partners sold out of Stanley Black & Decker (SWK) in Q1 2024, closing a stake of 2 shares — an estimated $196 sold.

TFO Wealth Partners first reported a position in SWK in Q2 2022 and held it in 3 quarters. The position peaked at $4K in Q2 2022. 783 funds tracked by Wall St. Rank hold SWK as of Q1 2024.

  • TFO Wealth Partners reported no remaining Stanley Black & Decker position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Stanley Black & Decker shares in Q1 2024, an estimated $196.
  • TFO Wealth Partners first reported a position in Stanley Black & Decker in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Stanley Black & Decker position peaked at $4K in Q2 2022.
  • 783 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.