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

Allen 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
2024
Q3 		– Sell
-732
Closed -$252K – 60
2024
Q2 		$252K Hold
732
– – 0.22% 55
2024
Q1 		$281K Sell
732
-8
-1% -$2.92K 0.25% 50
2023
Q4 		$257K Buy
+740
New +$229K 0.25% 48

Other funds holding HD

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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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allen Wealth Management's HD Position: Q3 2024 in Review

Allen Wealth Management sold out of Home Depot (HD) in Q3 2024, closing a stake of 732 shares — an estimated $252K sold.

Allen Wealth Management first reported a position in HD in Q4 2023 and held it in 3 quarters. The position peaked at $281K in Q1 2024. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Allen Wealth Management reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
  • Allen Wealth Management sold 732 Home Depot shares in Q3 2024, an estimated $252K.
  • Allen Wealth Management first reported a position in Home Depot in Q4 2023 and held it in 3 quarters.
  • Allen Wealth Management's Home Depot position peaked at $281K in Q1 2024.
  • 3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Allen Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.