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Biltmore Wealth Management’s Home Depot HD Stock Holding History

Biltmore 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
2018
Q4 		– Sell
-989
Closed -$205K – 41
2018
Q3 		$205K Buy
+989
New +$199K 0.17% 41

Other funds holding HD

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BlackRock
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Biltmore Wealth Management's HD Position: Q4 2018 in Review

Biltmore Wealth Management sold out of Home Depot (HD) in Q4 2018, closing a stake of 989 shares — an estimated $205K sold.

Biltmore Wealth Management first reported a position in HD in Q3 2018 and held it in 1 quarter. The position peaked at $205K in Q3 2018. 2,234 funds tracked by Wall St. Rank hold HD as of Q4 2018.

  • Biltmore Wealth Management reported no remaining Home Depot position as of Q4 2018 after selling out during the quarter.
  • Biltmore Wealth Management sold 989 Home Depot shares in Q4 2018, an estimated $205K.
  • Biltmore Wealth Management first reported a position in Home Depot in Q3 2018 and held it in 1 quarter.
  • Biltmore Wealth Management's Home Depot position peaked at $205K in Q3 2018.
  • 2,234 funds tracked by Wall St. Rank held Home Depot as of Q4 2018.

Based on Biltmore Wealth Management's 13F filing for Q4 2018, filed 14 Jan 2019.