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Caliber Wealth Management (Utah)’s Home Depot HD Stock Holding History

Caliber Wealth Management (Utah)’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
Q1 		$2.98M Buy
7,781
+163
+2% +$59.6K 1.59% 23
2023
Q4 		$2.64M Buy
7,618
+218
+3% +$67.5K 1.55% 26
2023
Q3 		$2.24M Buy
7,400
+459
+7% +$148K 1.5% 25
2023
Q2 		$2.16M Buy
6,941
+186
+3% +$54.9K 1.44% 29
2023
Q1 		$1.99M Buy
6,755
+377
+6% +$116K 1.49% 27
2022
Q4 		$2.01M Sell
6,378
-1,427
-18% -$435K 1.54% 20
2022
Q3 		$2.15M Buy
7,805
+87
+1% +$25.7K 1.7% 24
2022
Q2 		$2.12M Sell
7,718
-289
-4% -$85.3K 1.65% 23
2022
Q1 		$2.4M Buy
8,007
+755
+10% +$262K 1.53% 30
2021
Q4 		$2.7M Buy
7,252
+938
+15% +$357K 1.86% 14
2021
Q3 		$2.24M Buy
6,314
+203
+3% +$66.7K 1.58% 18
2021
Q2 		$1.95M Buy
6,111
+124
+2% +$39.4K 1.38% 21
2021
Q1 		$1.83M Buy
5,987
+924
+18% +$255K 1.33% 19
2020
Q4 		$1.34M Buy
+5,063
New +$1.39M 1.32% 34

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Caliber Wealth Management (Utah)'s HD Position: Q1 2024 in Review

Caliber Wealth Management (Utah) increased its Home Depot (HD) stake by 2.1% in Q1 2024, buying an estimated $59.6K and bringing the position to 7,781 shares worth $2.98M. The position accounts for 1.59% of the portfolio, ranked #23.

Caliber Wealth Management (Utah) first reported a position in HD in Q4 2020 and has held it in 14 quarters since. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Caliber Wealth Management (Utah) held 7,781 shares of Home Depot worth $2.98M as of Q1 2024.
  • Caliber Wealth Management (Utah) bought 163 Home Depot shares in Q1 2024, an estimated $59.6K.
  • Home Depot made up 1.59% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #23 holding.
  • Caliber Wealth Management (Utah) first reported a position in Home Depot in Q4 2020 and has held it in 14 quarters since.
  • 3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.