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

Visionary 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
2024
Q4 		– Sell
-2,351
Closed -$259K – 560
2024
Q3 		$259K Buy
+2,351
New +$226K 0.02% 473
2024
Q2 		– Sell
-4,488
Closed -$439K – 520
2024
Q1 		$439K Sell
4,488
-62,008
-93% -$5.71M 0.03% 342
2023
Q4 		$6.52M Buy
66,496
+161
+0.2% +$14.2K 0.48% 58
2023
Q3 		$5.54M Sell
66,335
-1,338
-2% -$124K 0.45% 62
2023
Q2 		$6.34M Buy
67,673
+2,659
+4% +$220K 0.51% 50
2023
Q1 		$5.24M Buy
65,014
+6,646
+11% +$560K 0.44% 66
2022
Q4 		$4.38M Buy
58,368
+5,595
+11% +$437K 0.4% 73
2022
Q3 		$3.97M Buy
+52,773
New +$5.08M 0.41% 65

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Visionary Wealth Advisors's SWK Position: Q4 2024 in Review

Visionary Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 2,351 shares — an estimated $259K sold.

Visionary Wealth Advisors first reported a position in SWK in Q3 2022 and held it in 8 quarters. The position peaked at $6.52M in Q4 2023. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Visionary Wealth Advisors reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,351 Stanley Black & Decker shares in Q4 2024, an estimated $259K.
  • Visionary Wealth Advisors first reported a position in Stanley Black & Decker in Q3 2022 and held it in 8 quarters.
  • Visionary Wealth Advisors's Stanley Black & Decker position peaked at $6.52M in Q4 2023.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Visionary Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.