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Beacon Pointe Wealth Advisors’s Home Depot HD Stock Holding History

Beacon Pointe Wealth 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
2019
Q4 		$3.14M Buy
14,358
+488
+4% +$111K 0.58% 40
2019
Q3 		$3.21M Sell
13,870
-993
-7% -$217K 0.68% 30
2019
Q2 		$3.09M Buy
14,863
+544
+4% +$109K 0.65% 32
2019
Q1 		$2.75M Buy
14,319
+729
+5% +$134K 0.63% 32
2018
Q4 		$2.34M Buy
+13,590
New +$2.44M 0.84% 29

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

Beacon Pointe Wealth Advisors's HD Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its Home Depot (HD) stake by 3.5% in Q4 2019, buying an estimated $111K and bringing the position to 14,358 shares worth $3.14M. The position accounts for 0.58% of the portfolio, ranked #40.

Beacon Pointe Wealth Advisors first reported a position in HD in Q4 2018 and has held it in 5 quarters since. The position peaked at $3.21M in Q3 2019. 2,589 funds tracked by Wall St. Rank hold HD as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 14,358 shares of Home Depot worth $3.14M as of Q4 2019.
  • Beacon Pointe Wealth Advisors bought 488 Home Depot shares in Q4 2019, an estimated $111K.
  • Home Depot made up 0.58% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #40 holding.
  • Beacon Pointe Wealth Advisors first reported a position in Home Depot in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's Home Depot position peaked at $3.21M in Q3 2019.
  • 2,589 funds tracked by Wall St. Rank held Home Depot as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.