CWSR
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Chessman Wealth Strategies RIA’s Home Depot HD Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-28
Closed -$6K – 86
2018
Q3 		$6K Buy
+28
New +$5.64K 0.01% 151

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Chessman Wealth Strategies RIA's HD Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Home Depot (HD) in Q4 2018, closing a stake of 28 shares — an estimated $6K sold.

Chessman Wealth Strategies RIA first reported a position in HD in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 2,235 funds tracked by Wall St. Rank hold HD as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Home Depot position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 28 Home Depot shares in Q4 2018, an estimated $6K.
  • Chessman Wealth Strategies RIA first reported a position in Home Depot in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Home Depot position peaked at $6K in Q3 2018.
  • 2,235 funds tracked by Wall St. Rank held Home Depot as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.