BFWM
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Bright Futures Wealth Management’s Home Depot HD Stock Holding History

Bright Futures 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
2024
Q4 		– Sell
-685
Closed -$269K – 172
2024
Q3 		$269K Buy
685
+11
+2% +$4.01K 0.13% 183
2024
Q2 		$240K Buy
674
+3
+0.4% +$1.02K 0.13% 179
2024
Q1 		$229K Buy
+671
New +$245K 0.12% 179

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

Bright Futures Wealth Management's HD Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Home Depot (HD) in Q4 2024, closing a stake of 685 shares — an estimated $269K sold.

Bright Futures Wealth Management first reported a position in HD in Q1 2024 and held it in 3 quarters. The position peaked at $269K in Q3 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 685 Home Depot shares in Q4 2024, an estimated $269K.
  • Bright Futures Wealth Management first reported a position in Home Depot in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Home Depot position peaked at $269K in Q3 2024.
  • 4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.