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Axim Planning & Wealth’s Home Depot HD Stock Holding History

Axim Planning & Wealth’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
2022
Q4 		– Sell
-157
Closed -$43K – 86
2022
Q3 		$43K Buy
157
+28
+22% +$8.27K 0.04% 53
2022
Q2 		$35K Buy
+129
New +$38.1K 0.03% 57

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Axim Planning & Wealth's HD Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Home Depot (HD) in Q4 2022, closing a stake of 157 shares — an estimated $43K sold.

Axim Planning & Wealth first reported a position in HD in Q2 2022 and held it in 2 quarters. The position peaked at $43K in Q3 2022. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Axim Planning & Wealth reported no remaining Home Depot position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 157 Home Depot shares in Q4 2022, an estimated $43K.
  • Axim Planning & Wealth first reported a position in Home Depot in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's Home Depot position peaked at $43K in Q3 2022.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.