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Atlas Private Wealth Management’s Home Depot HD Stock Holding History

Atlas Private 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 		$3.77M Buy
9,820
+717
+8% +$262K 1.58% 20
2023
Q4 		$3.15M Buy
9,103
+256
+3% +$79.3K 1.48% 19
2023
Q3 		$2.67M Buy
8,847
+186
+2% +$59.8K 1.44% 18
2023
Q2 		$2.69M Buy
8,661
+937
+12% +$277K 1.42% 19
2023
Q1 		$2.28M Buy
7,724
+40
+0.5% +$12.3K 1.37% 17
2022
Q4 		$2.43M Buy
7,684
+493
+7% +$150K 1.12% 15
2022
Q3 		$1.98M Buy
7,191
+229
+3% +$67.6K 1.44% 16
2022
Q2 		$1.91M Sell
6,962
-19
-0.3% -$5.61K 1.3% 18
2022
Q1 		$2.09M Sell
6,981
-170
-2% -$59K 1.21% 20
2021
Q4 		$2.97M Sell
7,151
-356
-5% -$136K 1.65% 16
2021
Q3 		$2.46M Buy
7,507
+90
+1% +$29.6K 1.51% 16
2021
Q2 		$2.37M Buy
7,417
+194
+3% +$61.7K 1.46% 19
2021
Q1 		$2.21M Buy
7,223
+109
+2% +$30K 1.41% 18
2020
Q4 		$1.89M Sell
7,114
-106
-1% -$29.1K 1.35% 22
2020
Q3 		$2M Buy
7,220
+468
+7% +$127K 1.57% 16
2020
Q2 		$1.69M Sell
6,752
-147
-2% -$33.6K 1.36% 20
2020
Q1 		$1.29M Buy
6,899
+688
+11% +$151K 1.19% 24
2019
Q4 		$1.36M Buy
+6,211
New +$1.41M 1.04% 27

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

Atlas Private Wealth Management's HD Position: Q1 2024 in Review

Atlas Private Wealth Management increased its Home Depot (HD) stake by 7.9% in Q1 2024, buying an estimated $262K and bringing the position to 9,820 shares worth $3.77M. The position accounts for 1.58% of the portfolio, ranked #20.

Atlas Private Wealth Management first reported a position in HD in Q4 2019 and has held it in 18 quarters since. 3,659 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Atlas Private Wealth Management held 9,820 shares of Home Depot worth $3.77M as of Q1 2024.
  • Atlas Private Wealth Management bought 717 Home Depot shares in Q1 2024, an estimated $262K.
  • Home Depot made up 1.58% of Atlas Private Wealth Management's portfolio in Q1 2024, its #20 holding.
  • Atlas Private Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 18 quarters since.
  • 3,659 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

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