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Clear Perspectives Financial Planning’s Home Depot HD Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q4 		– Sell
-40
Closed -$11K – 247
2022
Q3 		$11K Sell
40
-91
-69% -$26.9K 0.01% 139
2022
Q2 		$36K Buy
131
+37
+39% +$10.9K 0.01% 100
2022
Q1 		$28K Buy
94
+54
+135% +$18.7K 0.01% 122
2021
Q4 		$17K Hold
40
– – 0.01% 152
2021
Q3 		$13K Buy
+40
New +$13.1K 0.01% 149

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Perspectives Financial Planning's HD Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Home Depot (HD) in Q4 2022, closing a stake of 40 shares — an estimated $11K sold.

Clear Perspectives Financial Planning first reported a position in HD in Q3 2021 and held it in 5 quarters. The position peaked at $36K in Q2 2022. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Home Depot position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 40 Home Depot shares in Q4 2022, an estimated $11K.
  • Clear Perspectives Financial Planning first reported a position in Home Depot in Q3 2021 and held it in 5 quarters.
  • Clear Perspectives Financial Planning's Home Depot position peaked at $36K in Q2 2022.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.