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Wealthcare Capital Management’s Stanley Black & Decker SWK Stock Holding History

Wealthcare Capital Management’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
-33
Closed -$7K – 590
2021
Q1 		$7K Buy
+33
New +$5.98K ﹤0.01% 327
2020
Q1 		– Sell
-14
Closed -$2K – 589
2019
Q4 		$2K Buy
+14
New +$2.17K ﹤0.01% 556

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
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

Wealthcare Capital Management's SWK Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 33 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in SWK in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 923 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 33 Stanley Black & Decker shares in Q2 2021, an estimated $7K.
  • Wealthcare Capital Management first reported a position in Stanley Black & Decker in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's Stanley Black & Decker position peaked at $7K in Q1 2021.
  • 923 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.