Wealthstreet Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Wealthstreet Investment Advisors’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	-10,804	Closed	-$2.16M	–	292
2021 Q1	$2.16M	Hold	10,804	–	–	0.21%	113
2020 Q4	$1.93M	Hold	10,804	–	–	0.2%	115
2020 Q3	$1.75M	Hold	10,804	–	–	0.2%	111
2020 Q2	$1.51M	Hold	10,804	–	–	0.18%	112
2020 Q1	$1.08M	Hold	10,804	–	–	0.16%	121
2019 Q4	$1.79M	Hold	10,804	–	–	0.21%	107
2019 Q3	$1.67M	Hold	10,804	–	–	0.21%	103
2019 Q2	$1.56M	Hold	10,804	–	–	0.2%	109
2019 Q1	$1.47M	Hold	10,804	–	–	0.19%	110
2018 Q4	$1.31M	Sell	10,804 -1,027	-9%	-$128K	0.18%	114
2018 Q3	$1.73M	Hold	11,831	–	–	0.21%	104
2018 Q2	$1.57M	Sell	11,831 -100	-0.8%	-$14.4K	0.21%	113
2018 Q1	$1.83M	Hold	11,931	–	–	0.23%	102
2017 Q4	$2.02M	Buy	+11,931	New	+$1.95M	0.25%	98

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Wealthstreet Investment Advisors's SWK Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Stanley Black & Decker (SWK) in Q2 2021, closing a stake of 10,804 shares — an estimated $2.16M sold.

Wealthstreet Investment Advisors first reported a position in SWK in Q4 2017 and held it in 14 quarters. The position peaked at $2.16M in Q1 2021. 924 funds tracked by Wall St. Rank hold SWK as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Stanley Black & Decker position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 10,804 Stanley Black & Decker shares in Q2 2021, an estimated $2.16M.
Wealthstreet Investment Advisors first reported a position in Stanley Black & Decker in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's Stanley Black & Decker position peaked at $2.16M in Q1 2021.
924 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.