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Domani Wealth’s Home Depot HD Stock Holding History

Domani Wealth’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 		$208K Buy
705
+16
+2% +$4.91K 0.05% 113
2022
Q4 		$218K Buy
+689
New +$210K 0.05% 113
2022
Q2 		– Sell
-1,239
Closed -$371K – 115
2022
Q1 		$371K Buy
1,239
+38
+3% +$13.2K 0.08% 97
2021
Q4 		$498K Buy
1,201
+44
+4% +$16.8K 0.1% 78
2021
Q3 		$380K Hold
1,157
– – 0.08% 86
2021
Q2 		$369K Hold
1,157
– – 0.07% 91
2021
Q1 		$353K Sell
1,157
-18
-2% -$4.96K 0.07% 95
2020
Q4 		$312K Hold
1,175
– – 0.06% 96
2020
Q3 		$326K Hold
1,175
– – 0.07% 93
2020
Q2 		$294K Sell
1,175
-994
-46% -$228K 0.07% 98
2020
Q1 		$405K Sell
2,169
-345
-14% -$75.7K 0.11% 80
2019
Q4 		$549K Buy
2,514
+6
+0.2% +$1.36K 0.18% 60
2019
Q3 		$582K Buy
2,508
+110
+5% +$24K 0.21% 54
2019
Q2 		$499K Buy
2,398
+6
+0.3% +$1.2K 0.19% 56
2019
Q1 		$459K Buy
2,392
+7
+0.3% +$1.28K 0.18% 58
2018
Q4 		$410K Sell
2,385
-110
-4% -$19.7K 0.19% 61
2018
Q3 		$517K Sell
2,495
-21
-0.8% -$4.23K 0.22% 54
2018
Q2 		$491K Buy
2,516
+1,008
+67% +$188K 0.23% 56
2018
Q1 		$269K Hold
1,508
– – 0.12% 86
2017
Q4 		$286K Hold
1,508
– – 0.13% 83
2017
Q3 		$247K Buy
+1,508
New +$231K 0.11% 86
2016
Q2 		– Sell
-1,826
Closed -$247K – 111
2016
Q1 		$247K Buy
+1,826
New +$228K 0.09% 105

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

Domani Wealth's HD Position: Q1 2023 in Review

Domani Wealth increased its Home Depot (HD) stake by 2.3% in Q1 2023, buying an estimated $4.91K and bringing the position to 705 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #113.

Domani Wealth first reported a position in HD in Q1 2016 and has held it in 22 quarters since. The position peaked at $582K in Q3 2019. 3,290 funds tracked by Wall St. Rank hold HD as of Q1 2023.

  • Domani Wealth held 705 shares of Home Depot worth $208K as of Q1 2023.
  • Domani Wealth bought 16 Home Depot shares in Q1 2023, an estimated $4.91K.
  • Home Depot made up 0.05% of Domani Wealth's portfolio in Q1 2023, its #113 holding.
  • Domani Wealth first reported a position in Home Depot in Q1 2016 and has held it in 22 quarters since.
  • Domani Wealth's Home Depot position peaked at $582K in Q3 2019.
  • 3,290 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.