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

WealthShield 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
2022
Q1 		– Sell
-3,234
Closed -$610K – 371
2021
Q4 		$610K Buy
+3,234
New +$597K 0.1% 176
2021
Q3 		– Sell
-525
Closed -$108K – 680
2021
Q2 		$108K Buy
525
+8
+2% +$1.66K 0.02% 352
2021
Q1 		$103K Buy
+517
New +$93.7K 0.02% 337

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthShield Partners's SWK Position: Q1 2022 in Review

WealthShield Partners sold out of Stanley Black & Decker (SWK) in Q1 2022, closing a stake of 3,234 shares — an estimated $610K sold.

WealthShield Partners first reported a position in SWK in Q1 2021 and held it in 3 quarters. The position peaked at $610K in Q4 2021. 887 funds tracked by Wall St. Rank hold SWK as of Q1 2022.

  • WealthShield Partners reported no remaining Stanley Black & Decker position as of Q1 2022 after selling out during the quarter.
  • WealthShield Partners sold 3,234 Stanley Black & Decker shares in Q1 2022, an estimated $610K.
  • WealthShield Partners first reported a position in Stanley Black & Decker in Q1 2021 and held it in 3 quarters.
  • WealthShield Partners's Stanley Black & Decker position peaked at $610K in Q4 2021.
  • 887 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2022.

Based on WealthShield Partners's 13F filing for Q1 2022, filed 9 May 2022.