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Wealth Advisory Solutions’s Stanley Black & Decker SWK Stock Holding History

Wealth Advisory Solutions’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
-2,796
Closed -$223K – 132
2024
Q2 		$223K Buy
2,796
+574
+26% +$50.5K 0.06% 113
2024
Q1 		$218K Sell
2,222
-19,052
-90% -$1.76M 0.06% 116
2023
Q4 		$2.09M Hold
21,274
– – 0.73% 33
2023
Q3 		$2.09M Buy
+21,274
New +$1.97M 0.41% 49
2023
Q1 		– Sell
-6,067
Closed -$456K – 138
2022
Q4 		$456K Sell
6,067
-2,909
-32% -$227K 0.12% 97
2022
Q3 		$675K Sell
8,976
-41,212
-82% -$3.96M 0.19% 84
2022
Q2 		$5.26M Buy
50,188
+23,818
+90% +$2.93M 1.3% 23
2022
Q1 		$3.69M Buy
+26,370
New +$4.36M 0.77% 46
2021
Q3 		$4.62M Buy
26,345
+1,719
+7% +$335K 1.03% 33
2021
Q2 		$5.05M Buy
24,626
+1
+0% +$207 1.2% 26
2021
Q1 		$5K Sell
24,625
-16,282
-40% -$2.95M ﹤0.01% 82
2020
Q4 		$7.3M Buy
40,907
+21,982
+116% +$3.9M 1.98% 14
2020
Q3 		$3.07M Sell
18,925
-2,571
-12% -$400K 0.81% 40
2020
Q2 		$3M Buy
21,496
+911
+4% +$110K 0.83% 41
2020
Q1 		$2.06M Buy
+20,585
New +$2.94M 0.7% 51

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Advisory Solutions's SWK Position: Q3 2024 in Review

Wealth Advisory Solutions sold out of Stanley Black & Decker (SWK) in Q3 2024, closing a stake of 2,796 shares — an estimated $223K sold.

Wealth Advisory Solutions first reported a position in SWK in Q1 2020 and held it in 15 quarters. The position peaked at $7.3M in Q4 2020. 800 funds tracked by Wall St. Rank hold SWK as of Q3 2024.

  • Wealth Advisory Solutions reported no remaining Stanley Black & Decker position as of Q3 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 2,796 Stanley Black & Decker shares in Q3 2024, an estimated $223K.
  • Wealth Advisory Solutions first reported a position in Stanley Black & Decker in Q1 2020 and held it in 15 quarters.
  • Wealth Advisory Solutions's Stanley Black & Decker position peaked at $7.3M in Q4 2020.
  • 800 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2024.

Based on Wealth Advisory Solutions's 13F filing for Q3 2024, filed 21 Oct 2024.