Wealth Alliance’s Stanley Black & Decker SWK Stock Holding History

Wealth Alliance’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 Q2	–	Sell	-1,009	Closed	-$201K	–	431
2021 Q1	$201K	Buy	+1,009	New	+$183K	0.06%	372

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

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

Wealth Alliance's SWK Position: Q2 2021 in Review

Wealth Alliance sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 1,009 shares — an estimated $201K sold.

Wealth Alliance first reported a position in SWK in Q1 2021 and held it in 1 quarter. The position peaked at $201K in Q1 2021. 923 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

Wealth Alliance reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
Wealth Alliance sold 1,009 Stanley Black & Decker shares in Q2 2021, an estimated $201K.
Wealth Alliance first reported a position in Stanley Black & Decker in Q1 2021 and held it in 1 quarter.
Wealth Alliance's Stanley Black & Decker position peaked at $201K in Q1 2021.
923 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Wealth Alliance's 13F filing for Q2 2021, filed 16 Aug 2021.