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Clearview Wealth Advisors’s Home Depot HD Stock Holding History

Clearview 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
Q1 		– Sell
-621
Closed -$215K – 118
2023
Q4 		$215K Buy
+621
New +$192K 0.25% 108
2023
Q3 		– Sell
-777
Closed -$241K – 332
2023
Q2 		$241K Buy
777
+3
+0.4% +$886 0.25% 103
2023
Q1 		$229K Sell
774
-3
-0.4% -$920 0.23% 111
2022
Q4 		$246K Sell
777
-4
-0.5% -$1.22K 0.19% 89
2022
Q3 		$216K Buy
781
+12
+2% +$3.54K 0.17% 80
2022
Q2 		$211K Buy
769
+76
+11% +$22.4K 0.16% 84
2022
Q1 		$208K Sell
693
-397
-36% -$138K 0.14% 87
2021
Q4 		$452K Buy
1,090
+31
+3% +$11.8K 0.28% 76
2021
Q3 		$348K Buy
1,059
+78
+8% +$25.6K 0.22% 86
2021
Q2 		$313K Buy
981
+46
+5% +$14.6K 0.19% 93
2021
Q1 		$285K Sell
935
-2
-0.2% -$551 0.18% 98
2020
Q4 		$249K Buy
+937
New +$258K 0.17% 99

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Clearview Wealth Advisors's HD Position: Q1 2024 in Review

Clearview Wealth Advisors sold out of Home Depot (HD) in Q1 2024, closing a stake of 621 shares — an estimated $215K sold.

Clearview Wealth Advisors first reported a position in HD in Q4 2020 and held it in 12 quarters. The position peaked at $452K in Q4 2021. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Clearview Wealth Advisors reported no remaining Home Depot position as of Q1 2024 after selling out during the quarter.
  • Clearview Wealth Advisors sold 621 Home Depot shares in Q1 2024, an estimated $215K.
  • Clearview Wealth Advisors first reported a position in Home Depot in Q4 2020 and held it in 12 quarters.
  • Clearview Wealth Advisors's Home Depot position peaked at $452K in Q4 2021.
  • 3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Clearview Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.