Clarus Wealth Advisors’s Home Depot HD Stock Holding History

Clarus 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
2024 Q2	–	Sell	-1,703	Closed	-$597K	–	135
2024 Q1	$597K	Buy	+1,703	New	+$622K	0.34%	69
2022 Q3	–	Sell	-1,572	Closed	-$450K	–	110
2022 Q2	$450K	Buy	1,572 +128	+9%	+$37.8K	0.32%	62
2022 Q1	$443K	Buy	1,444 +187	+15%	+$64.9K	0.28%	62
2021 Q4	$489K	Sell	1,257 -163	-11%	-$62.1K	0.28%	55
2021 Q3	$468K	Buy	+1,420	New	+$466K	0.29%	55
2020 Q4	–	Sell	-726	Closed	-$201K	–	139
2020 Q3	$201K	Buy	+726	New	+$197K	0.16%	119
2019 Q3	–	Sell	-611	Closed	-$127K	–	312
2019 Q2	$127K	Buy	611 +153	+33%	+$30.5K	0.09%	162
2019 Q1	$88K	Sell	458 -10	-2%	-$1.83K	0.07%	215
2018 Q4	$80K	Buy	468 +4	+0.9%	+$717	0.13%	200
2018 Q3	$96K	Sell	464 -297	-39%	-$59.8K	0.06%	213
2018 Q2	$136K	Buy	+761	New	+$142K	0.1%	162
2018 Q1	–	Sell	-2,458	Closed	-$466K	–	136
2017 Q4	$466K	Buy	+2,458	New	+$424K	0.45%	29

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clarus Wealth Advisors's HD Position: Q2 2024 in Review

Clarus Wealth Advisors sold out of Home Depot (HD) in Q2 2024, closing a stake of 1,703 shares — an estimated $597K sold.

Clarus Wealth Advisors first reported a position in HD in Q4 2017 and held it in 12 quarters. The position peaked at $597K in Q1 2024. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

Clarus Wealth Advisors reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 1,703 Home Depot shares in Q2 2024, an estimated $597K.
Clarus Wealth Advisors first reported a position in Home Depot in Q4 2017 and held it in 12 quarters.
Clarus Wealth Advisors's Home Depot position peaked at $597K in Q1 2024.
3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Clarus Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.