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CLA (CliftonLarsonAllen) Wealth Advisors’s Home Depot HD Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2023
Q1 		– Sell
-10,149
Closed -$3.21M – 194
2022
Q4 		$3.21M Buy
+10,149
New +$3.09M 0.12% 77
2022
Q2 		– Sell
-11,842
Closed -$3.54M – 184
2022
Q1 		$3.54M Buy
+11,842
New +$4.11M 0.13% 72
2021
Q4 		– Sell
-4,020
Closed -$1.32M – 216
2021
Q3 		$1.32M Buy
4,020
+74
+2% +$24.3K 0.05% 121
2021
Q2 		$1.26M Buy
+3,946
New +$1.26M 0.05% 130

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
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

CLA (CliftonLarsonAllen) Wealth Advisors's HD Position: Q1 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Home Depot (HD) in Q1 2023, closing a stake of 10,149 shares — an estimated $3.21M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HD in Q2 2021 and held it in 4 quarters. The position peaked at $3.54M in Q1 2022. 3,289 funds tracked by Wall St. Rank hold HD as of Q1 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Home Depot position as of Q1 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,149 Home Depot shares in Q1 2023, an estimated $3.21M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Home Depot in Q2 2021 and held it in 4 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Home Depot position peaked at $3.54M in Q1 2022.
  • 3,289 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.