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

V 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
Q4 		– Sell
-800
Closed -$140K – 550
2021
Q3 		$140K Buy
+800
New +$156K 0.02% 469

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

V Wealth Advisors's SWK Position: Q4 2021 in Review

V Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q4 2021, closing a stake of 541 shares — an estimated $95K sold.

V Wealth Advisors first reported a position in SWK in Q2 2017 and held it in 2 quarters. The position peaked at $95K in Q3 2021. 932 funds tracked by Wall St. Rank hold SWK as of Q4 2021.

  • V Wealth Advisors reported no remaining Stanley Black & Decker position as of Q4 2021 after selling out during the quarter.
  • V Wealth Advisors sold 541 Stanley Black & Decker shares in Q4 2021, an estimated $95K.
  • V Wealth Advisors first reported a position in Stanley Black & Decker in Q2 2017 and held it in 2 quarters.
  • V Wealth Advisors's Stanley Black & Decker position peaked at $95K in Q3 2021.
  • 932 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2021.

Based on V Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.