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

TRUE Private 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	-300	Closed	-$53K	–	635
2020 Q4	$53K	Sell	300 -300	-50%	-$53.2K	0.01%	350
2020 Q3	$97K	Hold	600	–	–	0.02%	252
2020 Q2	$83K	Hold	600	–	–	0.02%	266
2020 Q1	$60K	Sell	600 -729	-55%	-$104K	0.01%	267
2019 Q4	$220K	Buy	+1,329	New	+$206K	0.03%	205
2019 Q3	–	Sell	-624	Closed	-$90K	–	645
2019 Q2	$90K	Buy	+624	New	+$87.9K	0.02%	277
2019 Q1	–	Sell	-3,267	Closed	-$391K	–	240
2018 Q4	$391K	Sell	3,267 -28	-0.8%	-$3.5K	0.07%	156
2018 Q3	$483K	Sell	3,295 -2	-0.1%	-$285	0.07%	171
2018 Q2	$437K	Sell	3,297 -181	-5%	-$26K	0.07%	176
2018 Q1	$532K	Buy	3,478 +575	+20%	+$93.3K	0.09%	127
2017 Q4	$492K	Buy	+2,903	New	+$475K	0.09%	130

Other funds holding SWK

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TRUE Private Wealth Advisors's SWK Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q1 2021, closing a stake of 300 shares — an estimated $53K sold.

TRUE Private Wealth Advisors first reported a position in SWK in Q4 2017 and held it in 11 quarters. The position peaked at $532K in Q1 2018. 884 funds tracked by Wall St. Rank hold SWK as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Stanley Black & Decker position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 300 Stanley Black & Decker shares in Q1 2021, an estimated $53K.
TRUE Private Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2017 and held it in 11 quarters.
TRUE Private Wealth Advisors's Stanley Black & Decker position peaked at $532K in Q1 2018.
884 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2021.

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