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Brendel Financial Advisors’s Home Depot HD Stock Holding History

Brendel 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
2021
Q3 		– Sell
-825
Closed -$263K – 160
2021
Q2 		$263K Buy
+825
New +$262K 0.14% 92

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Brendel Financial Advisors's HD Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Home Depot (HD) in Q3 2021, closing a stake of 825 shares — an estimated $263K sold.

Brendel Financial Advisors first reported a position in HD in Q2 2021 and held it in 1 quarter. The position peaked at $263K in Q2 2021. 2,939 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Home Depot position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 825 Home Depot shares in Q3 2021, an estimated $263K.
  • Brendel Financial Advisors first reported a position in Home Depot in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Home Depot position peaked at $263K in Q2 2021.
  • 2,939 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.