Financial Architects (New Jersey)’s Home Depot HD Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-200	Closed	-$38K	–	1312
2019 Q1	$38K	Buy	+200	New	+$36.7K	0.01%	688
2018 Q4	–	Sell	-300	Closed	-$62K	–	1395
2018 Q3	$62K	Buy	+300	New	+$60.4K	0.01%	572
2018 Q1	–	Sell	-3,000	Closed	-$569K	–	1473
2017 Q4	$569K	Hold	3,000	–	–	0.1%	147
2017 Q3	$491K	Buy	3,000 +2,200	+275%	+$337K	0.09%	162
2017 Q2	$123K	Hold	800	–	–	0.02%	435
2017 Q1	$117K	Buy	800 +792	+9,900%	+$112K	0.02%	429
2016 Q4	$13K	Sell	8 -792	-99%	-$102K	﹤0.01%	948
2016 Q3	$11K	Sell	800 -600	-43%	-$80K	﹤0.01%	980
2016 Q2	$11K	Sell	1,400 -600	-30%	-$79.3K	﹤0.01%	948
2016 Q1	$28K	Buy	+2,000	New	+$249K	0.01%	514
2015 Q3	–	Sell	-40	Closed	-$16K	–	508
2015 Q2	$16K	Buy	+40	New	+$4.48K	0.01%	691

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Architects (New Jersey)'s HD Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Home Depot (HD) stake by 2.6% in Q2 2023, selling an estimated $58.5K and leaving 7,322 shares worth $2.27M. The position accounts for 0.34% of the portfolio, ranked #62.

Financial Architects (New Jersey) first reported a position in HD in Q2 2013 and has held it in 38 quarters since. The position peaked at $2.78M in Q4 2021. 3,311 funds tracked by Wall St. Rank hold HD as of Q2 2023.

Financial Architects (New Jersey) held 7,322 shares of Home Depot worth $2.27M as of Q2 2023.
Financial Architects (New Jersey) sold 198 Home Depot shares in Q2 2023, an estimated $58.5K.
Home Depot made up 0.34% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #62 holding.
Financial Architects (New Jersey) first reported a position in Home Depot in Q2 2013 and has held it in 38 quarters since.
Financial Architects (New Jersey)'s Home Depot position peaked at $2.78M in Q4 2021.
3,311 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.