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Clear Point Advisors’s Home Depot HD Stock Holding History

Clear Point 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
Q4 		– Sell
-339
Closed -$138K – 292
2024
Q3 		$138K Buy
339
+1
+0.3% +$365 0.11% 126
2024
Q2 		$117K Hold
338
– – 0.1% 136
2024
Q1 		$129K Buy
338
+1
+0.3% +$365 0.11% 130
2023
Q4 		$117K Buy
+337
New +$104K 0.1% 132

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clear Point Advisors's HD Position: Q4 2024 in Review

Clear Point Advisors sold out of Home Depot (HD) in Q4 2024, closing a stake of 339 shares — an estimated $138K sold.

Clear Point Advisors first reported a position in HD in Q4 2023 and held it in 4 quarters. The position peaked at $138K in Q3 2024. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Clear Point Advisors reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 339 Home Depot shares in Q4 2024, an estimated $138K.
  • Clear Point Advisors first reported a position in Home Depot in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Home Depot position peaked at $138K in Q3 2024.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.