AWM
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Accel Wealth Management’s Home Depot HD Stock Holding History

Accel Wealth Management’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-286
Closed -$84.5K – 454
2023
Q1 		$84.5K Buy
286
+1
+0.4% +$307 0.03% 366
2022
Q4 		$90.1K Buy
285
+1
+0.4% +$305 0.04% 256
2022
Q3 		$82K Sell
284
-478
-63% -$141K 0.04% 275
2022
Q2 		$223K Buy
762
+5
+0.7% +$1.48K 0.13% 136
2022
Q1 		$229K Sell
757
-233
-24% -$80.8K 0.12% 140
2021
Q4 		$411K Buy
990
+709
+252% +$270K 0.2% 91
2021
Q3 		$92K Sell
281
-230
-45% -$75.5K 0.06% 233
2021
Q2 		$163K Buy
511
+36
+8% +$11.4K 0.11% 175
2021
Q1 		$145K Buy
475
+60
+14% +$16.5K 0.12% 169
2020
Q4 		$110K Buy
+415
New +$114K 0.1% 191

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Accel Wealth Management's HD Position: Q2 2023 in Review

Accel Wealth Management sold out of Home Depot (HD) in Q2 2023, closing a stake of 286 shares — an estimated $84.5K sold.

Accel Wealth Management first reported a position in HD in Q4 2020 and held it in 10 quarters. The position peaked at $411K in Q4 2021. 3,310 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • Accel Wealth Management reported no remaining Home Depot position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 286 Home Depot shares in Q2 2023, an estimated $84.5K.
  • Accel Wealth Management first reported a position in Home Depot in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Home Depot position peaked at $411K in Q4 2021.
  • 3,310 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.