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Asset Planning Services (Pennsylvania)’s Home Depot HD Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q4 		– Sell
-317
Closed -$74K – 146
2019
Q3 		$74K Buy
317
+1
+0.3% +$219 0.03% 113
2019
Q2 		$66K Buy
316
+2
+0.6% +$399 0.03% 115
2019
Q1 		$60K Buy
314
+3
+1% +$550 0.03% 117
2018
Q4 		$53K Buy
311
+1
+0.3% +$179 0.03% 119
2018
Q3 		$58K Buy
310
+2
+0.6% +$403 0.03% 118
2018
Q2 		$60K Sell
308
-400
-56% -$74.7K 0.03% 117
2018
Q1 		$126K Sell
708
-401
-36% -$75.2K 0.06% 83
2017
Q4 		$210K Buy
1,109
+2
+0.2% +$345 0.11% 65
2017
Q3 		$181K Buy
1,107
+1
+0.1% +$153 0.1% 74
2017
Q2 		$170K Buy
1,106
+2
+0.2% +$307 0.11% 75
2017
Q1 		$162K Buy
1,104
+2
+0.2% +$284 0.11% 75
2016
Q4 		$148K Buy
1,102
+1
+0.1% +$129 0.12% 71
2016
Q3 		$142K Buy
1,101
+2
+0.2% +$267 0.12% 72
2016
Q2 		$140K Buy
1,099
+1
+0.1% +$132 0.12% 79
2016
Q1 		$146K Buy
1,098
+6
+0.5% +$748 0.13% 77
2015
Q4 		$144K Buy
1,092
+802
+277% +$102K 0.14% 62
2015
Q3 		$34K Buy
290
+1
+0.3% +$116 0.03% 114
2015
Q2 		$32K Buy
+289
New +$32.4K 0.03% 132

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s HD Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Home Depot (HD) in Q4 2019, closing a stake of 317 shares — an estimated $74K sold.

Asset Planning Services (Pennsylvania) first reported a position in HD in Q2 2015 and held it in 18 quarters. The position peaked at $210K in Q4 2017. 2,589 funds tracked by Wall St. Rank hold HD as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Home Depot position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 317 Home Depot shares in Q4 2019, an estimated $74K.
  • Asset Planning Services (Pennsylvania) first reported a position in Home Depot in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s Home Depot position peaked at $210K in Q4 2017.
  • 2,589 funds tracked by Wall St. Rank held Home Depot as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.