EWA
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ERTS Wealth Advisors’s Home Depot HD Stock Holding History

ERTS 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
2022
Q1 		– Sell
-1,045
Closed -$433K – 91
2021
Q4 		$433K Sell
1,045
-156
-13% -$59.4K 0.1% 55
2021
Q3 		$394K Sell
1,201
-77
-6% -$25.3K 0.1% 56
2021
Q2 		$407K Sell
1,278
-3
-0.2% -$954 0.11% 57
2021
Q1 		$391K Buy
1,281
+19
+2% +$5.24K 0.12% 55
2020
Q4 		$335K Buy
1,262
+85
+7% +$23.4K 0.11% 57
2020
Q3 		$327K Sell
1,177
-169
-13% -$45.8K 0.12% 57
2020
Q2 		$337K Buy
+1,346
New +$308K 0.14% 61
2019
Q1 		– Sell
-645
Closed -$111K – 177
2018
Q4 		$111K Buy
+645
New +$116K 0.08% 111

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ERTS Wealth Advisors's HD Position: Q1 2022 in Review

ERTS Wealth Advisors sold out of Home Depot (HD) in Q1 2022, closing a stake of 1,045 shares — an estimated $433K sold.

ERTS Wealth Advisors first reported a position in HD in Q4 2018 and held it in 8 quarters. The position peaked at $433K in Q4 2021. 3,248 funds tracked by Wall St. Rank hold HD as of Q1 2022.

  • ERTS Wealth Advisors reported no remaining Home Depot position as of Q1 2022 after selling out during the quarter.
  • ERTS Wealth Advisors sold 1,045 Home Depot shares in Q1 2022, an estimated $433K.
  • ERTS Wealth Advisors first reported a position in Home Depot in Q4 2018 and held it in 8 quarters.
  • ERTS Wealth Advisors's Home Depot position peaked at $433K in Q4 2021.
  • 3,248 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on ERTS Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.