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BBJS Financial Advisors’s Home Depot HD Stock Holding History

BBJS Financial Advisors’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
Q3 		$120K Buy
296
+101
+52% +$36.8K 0.04% 58
2024
Q2 		$67.1K Buy
+195
New +$66.5K 0.03% 63

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BBJS Financial Advisors's HD Position: Q3 2024 in Review

BBJS Financial Advisors increased its Home Depot (HD) stake by 52% in Q3 2024, buying an estimated $36.8K and bringing the position to 296 shares worth $120K. The position accounts for 0.04% of the portfolio, ranked #58.

BBJS Financial Advisors first reported a position in HD in Q2 2024 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • BBJS Financial Advisors held 296 shares of Home Depot worth $120K as of Q3 2024.
  • BBJS Financial Advisors bought 101 Home Depot shares in Q3 2024, an estimated $36.8K.
  • Home Depot made up 0.04% of BBJS Financial Advisors's portfolio in Q3 2024, its #58 holding.
  • BBJS Financial Advisors first reported a position in Home Depot in Q2 2024 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.