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WealthPLAN Partners’s Stanley Black & Decker SWK Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-1,490
Closed -$140K – 1065
2023
Q2 		$140K Buy
1,490
+178
+14% +$14.7K 0.02% 342
2023
Q1 		$106K Sell
1,312
-18,951
-94% -$1.6M 0.01% 413
2022
Q4 		$1.81M Buy
+20,263
New +$1.58M 0.13% 132
2022
Q1 		$12.9M Buy
107,237
+25,142
+31% +$4.15M 0.89% 36
2021
Q4 		$14.3M Buy
82,095
+4,382
+6% +$809K 0.94% 34
2021
Q3 		$14.5M Buy
77,713
+4,379
+6% +$854K 0.96% 32
2021
Q2 		$14.8M Buy
73,334
+5,822
+9% +$1.21M 1.04% 31
2021
Q1 		$14.2M Buy
67,512
+2,688
+4% +$487K 1.1% 24
2020
Q4 		$11.4M Buy
64,824
+3,670
+6% +$651K 0.97% 29
2020
Q3 		$10.9M Sell
61,154
-1,955
-3% -$304K 1.06% 24
2020
Q2 		$10M Sell
63,109
-7,334
-10% -$885K 1.04% 26
2020
Q1 		$7.36M Buy
70,443
+20,025
+40% +$2.86M 0.95% 27
2019
Q4 		$8.49M Sell
50,418
-1,232
-2% -$191K 1% 21
2019
Q3 		$8.03M Buy
51,650
+4,112
+9% +$581K 1.1% 18
2019
Q2 		$6.53M Buy
47,538
+2,182
+5% +$307K 0.98% 23
2019
Q1 		$6.13M Buy
45,356
+2,837
+7% +$370K 0.96% 25
2018
Q4 		$5.8M Buy
42,519
+23,716
+126% +$2.96M 0.93% 28
2018
Q3 		$2.34M Buy
+18,803
New +$2.68M 0.43% 67
2017
Q2 		– Sell
-40
Closed -$5.27K – 392
2017
Q1 		$5.27K Buy
+40
New +$5.02K 0.02% 343
2016
Q3 		$13.5K Sell
110
-110
-50% -$13.3K ﹤0.01% 552
2016
Q2 		$12.2K Buy
+220
New +$24.5K ﹤0.01% 1652
2015
Q4 		$36.1K Buy
+1,014
New +$107K 0.01% 711
2015
Q2 		$40K Sell
376
-331
-47% -$33.7K 0.02% 199
2015
Q1 		$65K Buy
+707
New +$67.7K 0.03% 215

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's SWK Position: Q3 2023 in Review

WealthPLAN Partners sold out of Stanley Black & Decker (SWK) in Q3 2023, closing a stake of 1,490 shares — an estimated $140K sold.

WealthPLAN Partners first reported a position in SWK in Q1 2015 and held it in 24 quarters. The position peaked at $14.8M in Q2 2021. 741 funds tracked by Wall St. Rank hold SWK as of Q3 2023.

  • WealthPLAN Partners reported no remaining Stanley Black & Decker position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,490 Stanley Black & Decker shares in Q3 2023, an estimated $140K.
  • WealthPLAN Partners first reported a position in Stanley Black & Decker in Q1 2015 and held it in 24 quarters.
  • WealthPLAN Partners's Stanley Black & Decker position peaked at $14.8M in Q2 2021.
  • 741 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.