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

Altus 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
Q1 		– Sell
-610
Closed -$211K – 42
2023
Q4 		$211K Buy
+610
New +$189K 0.13% 38
2021
Q1 		– Sell
-1,110
Closed -$295K – 35
2020
Q4 		$295K Sell
1,110
-500
-31% -$137K 0.23% 24
2020
Q3 		$447K Sell
1,610
-1,200
-43% -$325K 0.41% 18
2020
Q2 		$704K Hold
2,810
– – 0.78% 11
2020
Q1 		$525K Buy
2,810
+600
+27% +$132K 0.75% 11
2019
Q4 		$483K Buy
+2,210
New +$501K 0.47% 18

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Altus Wealth Management's HD Position: Q1 2024 in Review

Altus Wealth Management sold out of Home Depot (HD) in Q1 2024, closing a stake of 610 shares — an estimated $211K sold.

Altus Wealth Management first reported a position in HD in Q4 2019 and held it in 6 quarters. The position peaked at $704K in Q2 2020. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Altus Wealth Management reported no remaining Home Depot position as of Q1 2024 after selling out during the quarter.
  • Altus Wealth Management sold 610 Home Depot shares in Q1 2024, an estimated $211K.
  • Altus Wealth Management first reported a position in Home Depot in Q4 2019 and held it in 6 quarters.
  • Altus Wealth Management's Home Depot position peaked at $704K in Q2 2020.
  • 3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Altus Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.