CWM
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Catalyst Wealth Management’s Home Depot HD Stock Holding History

Catalyst 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
2023
Q1 		$789K Sell
2,673
-66
-2% -$20.2K 0.74% 55
2022
Q4 		$865K Buy
+2,739
New +$834K 0.82% 47

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Catalyst Wealth Management's HD Position: Q1 2023 in Review

Catalyst Wealth Management reduced its Home Depot (HD) stake by 2.4% in Q1 2023, selling an estimated $20.2K and leaving 2,673 shares worth $789K. The position accounts for 0.74% of the portfolio, ranked #55.

Catalyst Wealth Management first reported a position in HD in Q4 2022 and has held it in 2 quarters since. The position peaked at $865K in Q4 2022. 3,292 funds tracked by Wall St. Rank hold HD as of Q1 2023.

  • Catalyst Wealth Management held 2,673 shares of Home Depot worth $789K as of Q1 2023.
  • Catalyst Wealth Management sold 66 Home Depot shares in Q1 2023, an estimated $20.2K.
  • Home Depot made up 0.74% of Catalyst Wealth Management's portfolio in Q1 2023, its #55 holding.
  • Catalyst Wealth Management first reported a position in Home Depot in Q4 2022 and has held it in 2 quarters since.
  • Catalyst Wealth Management's Home Depot position peaked at $865K in Q4 2022.
  • 3,292 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.