Cascadia Advisory Services’s Home Depot HD Stock Holding History

Cascadia Advisory Services’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	$665K	Sell	2,027 -23	-1%	-$7.55K	0.13%	154
2021 Q2	$654K	Sell	2,050 -51	-2%	-$16.2K	0.14%	148
2021 Q1	$641K	Buy	+2,101	New	+$579K	0.14%	147
2020 Q3	$684K	Buy	2,462 +61	+3%	+$16.5K	0.19%	141
2020 Q2	$602K	Buy	+2,401	New	+$550K	0.18%	114
2019 Q4	$382K	Buy	+1,751	New	+$397K	0.11%	153

Other funds holding HD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cascadia Advisory Services's HD Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Home Depot (HD) stake by 1.1% in Q3 2021, selling an estimated $7.55K and leaving 2,027 shares worth $665K. The position accounts for 0.13% of the portfolio, ranked #154.

Cascadia Advisory Services first reported a position in HD in Q4 2019 and has held it in 6 quarters since. The position peaked at $684K in Q3 2020. 2,939 funds tracked by Wall St. Rank hold HD as of Q3 2021.

Cascadia Advisory Services held 2,027 shares of Home Depot worth $665K as of Q3 2021.
Cascadia Advisory Services sold 23 Home Depot shares in Q3 2021, an estimated $7.55K.
Home Depot made up 0.13% of Cascadia Advisory Services's portfolio in Q3 2021, its #154 holding.
Cascadia Advisory Services first reported a position in Home Depot in Q4 2019 and has held it in 6 quarters since.
Cascadia Advisory Services's Home Depot position peaked at $684K in Q3 2020.
2,939 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.