FWM
HD icon

Filbrandt Wealth Management’s Home Depot HD Stock Holding History

Filbrandt Wealth Management’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
2021
Q3 		$260K Buy
793
+26
+3% +$8.54K 0.15% 32
2021
Q2 		$245K Hold
767
– – 0.14% 33
2021
Q1 		$234K Sell
767
-18
-2% -$4.96K 0.14% 33
2020
Q4 		$209K Buy
785
+41
+6% +$11.3K 0.13% 30
2020
Q3 		$207K Sell
744
-305
-29% -$82.6K 0.16% 29
2020
Q2 		$263K Buy
1,049
+249
+31% +$57K 0.21% 28
2020
Q1 		$149K Sell
800
-99
-11% -$21.7K 0.16% 31
2019
Q4 		$196K Buy
+899
New +$204K 0.17% 29

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Filbrandt Wealth Management's HD Position: Q3 2021 in Review

Filbrandt Wealth Management increased its Home Depot (HD) stake by 3.4% in Q3 2021, buying an estimated $8.54K and bringing the position to 793 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #32.

Filbrandt Wealth Management first reported a position in HD in Q4 2019 and has held it in 8 quarters since. The position peaked at $263K in Q2 2020. 2,938 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • Filbrandt Wealth Management held 793 shares of Home Depot worth $260K as of Q3 2021.
  • Filbrandt Wealth Management bought 26 Home Depot shares in Q3 2021, an estimated $8.54K.
  • Home Depot made up 0.15% of Filbrandt Wealth Management's portfolio in Q3 2021, its #32 holding.
  • Filbrandt Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's Home Depot position peaked at $263K in Q2 2020.
  • 2,938 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.