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Wealthspire Advisors (Maryland)’s Stanley Black & Decker SWK Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-782
Closed -$106K – 1830
2019
Q1 		$106K Sell
782
-9
-1% -$1.17K 0.01% 621
2018
Q4 		$95K Buy
791
+153
+24% +$19.1K 0.01% 619
2018
Q3 		$93K Sell
638
-56
-8% -$7.97K 0.01% 720
2018
Q2 		$92K Sell
694
-19
-3% -$2.73K 0.01% 736
2018
Q1 		$109K Sell
713
-188
-21% -$30.5K 0.01% 682
2017
Q4 		$153K Buy
901
+241
+37% +$39.4K 0.01% 574
2017
Q3 		$100K Buy
660
+27
+4% +$3.88K 0.01% 707
2017
Q2 		$89K Buy
633
+350
+124% +$48K 0.01% 734
2017
Q1 		$38K Buy
283
+59
+26% +$7.4K 0.01% 879
2016
Q4 		$26K Buy
224
+55
+33% +$6.55K ﹤0.01% 948
2016
Q3 		$21K Buy
169
+59
+54% +$7.12K ﹤0.01% 1042
2016
Q2 		$12K Buy
110
+36
+49% +$4K ﹤0.01% 1168
2016
Q1 		$8K Sell
74
-33
-31% -$3.2K ﹤0.01% 1237
2015
Q4 		$11K Buy
+107
New +$11.3K ﹤0.01% 1178

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 $1.81T AUM 41.13% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SWK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Stanley Black & Decker (SWK) in Q2 2019, closing a stake of 782 shares — an estimated $106K sold.

Wealthspire Advisors (Maryland) first reported a position in SWK in Q4 2015 and held it in 14 quarters. The position peaked at $153K in Q4 2017. 731 funds tracked by Wall St. Rank hold SWK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Stanley Black & Decker position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 782 Stanley Black & Decker shares in Q2 2019, an estimated $106K.
  • Wealthspire Advisors (Maryland) first reported a position in Stanley Black & Decker in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Stanley Black & Decker position peaked at $153K in Q4 2017.
  • 731 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.