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B. Riley Wealth Management’s Home Depot HD Stock Holding History

B. Riley 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
2022
Q2 		$13.7M Sell
51,683
-19,694
-28% -$5.81M 1.42% 10
2022
Q1 		$21.4M Sell
71,377
-155
-0.2% -$53.8K 1.65% 6
2021
Q4 		$29.7M Buy
71,532
+758
+1% +$289K 2.06% 7
2021
Q3 		$23.2M Buy
70,774
+30,586
+76% +$10M 1.78% 7
2021
Q2 		$12.8M Sell
40,188
-1,646
-4% -$524K 1.42% 11
2021
Q1 		$12.8M Sell
41,834
-1,513
-3% -$417K 1.49% 9
2020
Q4 		$11.5M Sell
43,347
-1,771
-4% -$487K 1.49% 10
2020
Q3 		$12.5M Sell
45,118
-26,078
-37% -$7.06M 1.48% 11
2020
Q2 		$17.8M Sell
71,196
-49,895
-41% -$11.4M 1.96% 8
2020
Q1 		$22.6M Buy
121,091
+93,027
+331% +$20.4M 2.38% 6
2019
Q4 		$6.13M Buy
28,064
+930
+3% +$211K 0.92% 26
2019
Q3 		$6.3M Sell
27,134
-141
-0.5% -$30.8K 1.1% 18
2019
Q2 		$5.67M Sell
27,275
-98
-0.4% -$19.5K 0.87% 24
2019
Q1 		$5.25M Buy
27,373
+11,649
+74% +$2.14M 0.91% 24
2018
Q4 		$2.7M Sell
15,724
-545
-3% -$97.7K 0.57% 41
2018
Q3 		$3.37M Buy
+16,269
New +$3.28M 0.83% 26
2016
Q1 		– Sell
-1,980
Closed -$261K – 147
2015
Q4 		$261K Sell
1,980
-87
-4% -$11.1K 0.33% 110
2015
Q3 		$238K Buy
2,067
+156
+8% +$18K 0.34% 117
2015
Q2 		$212K Sell
1,911
-4,419
-70% -$495K 0.17% 172
2015
Q1 		$719K Buy
6,330
+4,381
+225% +$483K 0.54% 40
2014
Q4 		$204K Sell
1,949
-339
-15% -$32.9K 0.17% 155
2014
Q3 		$209K Sell
2,288
-3,565
-61% -$306K 0.16% 180
2014
Q2 		$473K Sell
5,853
-59
-1% -$4.65K 0.31% 80
2014
Q1 		$468K Buy
+5,912
New +$470K 0.35% 64

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Management's HD Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Home Depot (HD) stake by 28% in Q2 2022, selling an estimated $5.81M and leaving 51,683 shares worth $13.7M. The position accounts for 1.42% of the portfolio, ranked #10.

B. Riley Wealth Management first reported a position in HD in Q1 2014 and has held it in 24 quarters since. The position peaked at $29.7M in Q4 2021. 3,193 funds tracked by Wall St. Rank hold HD as of Q2 2022.

  • B. Riley Wealth Management held 51,683 shares of Home Depot worth $13.7M as of Q2 2022.
  • B. Riley Wealth Management sold 19,694 Home Depot shares in Q2 2022, an estimated $5.81M.
  • Home Depot made up 1.42% of B. Riley Wealth Management's portfolio in Q2 2022, its #10 holding.
  • B. Riley Wealth Management first reported a position in Home Depot in Q1 2014 and has held it in 24 quarters since.
  • B. Riley Wealth Management's Home Depot position peaked at $29.7M in Q4 2021.
  • 3,193 funds tracked by Wall St. Rank held Home Depot as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.