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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
Q3 		– Sell
-2,000
Closed -$416K – 1067
2019
Q2 		$416K Buy
2,000
+1,000
+100% +$199K 0.08% 168
2019
Q1 		$192K Buy
+1,000
New +$183K 0.03% 298

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
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.