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Capital Directions Investment Advisors’s Home Depot HD Stock Holding History

Capital Directions Investment 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
2022
Q4 		$846K Buy
+2,677
New +$815K 0.32% 27
2022
Q3 		– Sell
-2,723
Closed -$804K – 32
2022
Q2 		$747K Sell
2,723
-191
-7% -$56.4K 0.25% 32
2022
Q1 		$872K Sell
2,914
-243
-8% -$84.3K 0.26% 33
2021
Q4 		$1.31M Buy
3,157
+125
+4% +$47.6K 0.38% 25
2021
Q3 		$995K Buy
3,032
+749
+33% +$246K 0.3% 26
2021
Q2 		$728K Buy
+2,283
New +$726K 0.22% 41
2021
Q1 		– Sell
-2,188
Closed -$581K – 246
2020
Q4 		$581K Hold
2,188
– – 0.19% 38
2020
Q3 		$608K Buy
2,188
+349
+19% +$94.5K 0.23% 38
2020
Q2 		$461K Sell
1,839
-10
-0.5% -$2.29K 0.19% 43
2020
Q1 		$345K Sell
1,849
-1,744
-49% -$383K 0.15% 44
2019
Q4 		$785K Hold
3,593
– – 0.25% 31
2019
Q3 		$834K Buy
+3,593
New +$785K 0.28% 28
2018
Q3 		– Sell
-155
Closed -$30K – 176
2018
Q2 		$30K Buy
+155
New +$29K 0.01% 95

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Directions Investment Advisors's HD Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Home Depot (HD) in Q4 2022: 2,677 shares worth $846K. The stake represents 0.32% of the portfolio and ranks #27 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in HD as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in HD in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.31M in Q4 2021. 3,333 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Capital Directions Investment Advisors held 2,677 shares of Home Depot worth $846K as of Q4 2022.
  • Home Depot was a new Capital Directions Investment Advisors position in Q4 2022.
  • Home Depot made up 0.32% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #27 holding.
  • Capital Directions Investment Advisors first reported a position in Home Depot in Q2 2018 and has held it in 13 quarters since.
  • Capital Directions Investment Advisors's Home Depot position peaked at $1.31M in Q4 2021.
  • 3,333 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.