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Blake Schutter Theil Wealth Advisors’s Home Depot HD Stock Holding History

Blake Schutter Theil 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
2024
Q4 		– Sell
-2,917
Closed -$1.18M – 132
2024
Q3 		$1.18M Buy
+2,917
New +$1.06M 0.85% 27

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Blake Schutter Theil Wealth Advisors's HD Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of Home Depot (HD) in Q4 2024, closing a stake of 2,917 shares — an estimated $1.18M sold.

Blake Schutter Theil Wealth Advisors first reported a position in HD in Q3 2024 and held it in 1 quarter. The position peaked at $1.18M in Q3 2024. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 2,917 Home Depot shares in Q4 2024, an estimated $1.18M.
  • Blake Schutter Theil Wealth Advisors first reported a position in Home Depot in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's Home Depot position peaked at $1.18M in Q3 2024.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.