FPCM
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Financial Partners Capital Management’s Home Depot HD Stock Holding History

Financial Partners Capital 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
2022
Q4 		$346K Sell
1,095
-12
-1% -$3.66K 0.08% 103
2022
Q3 		$305K Hold
1,107
– – 0.07% 107
2022
Q2 		$304K Hold
1,107
– – 0.07% 111
2022
Q1 		$331K Sell
1,107
-350
-24% -$121K 0.06% 109
2021
Q4 		$605K Hold
1,457
– – 0.11% 95
2021
Q3 		$478K Sell
1,457
-75
-5% -$24.6K 0.09% 92
2021
Q2 		$489K Hold
1,532
– – 0.09% 88
2021
Q1 		$468K Hold
1,532
– – 0.09% 85
2020
Q4 		$407K Hold
1,532
– – 0.09% 82
2020
Q3 		$425K Hold
1,532
– – 0.11% 77
2020
Q2 		$384K Sell
1,532
-102
-6% -$23.3K 0.11% 76
2020
Q1 		$305K Buy
+1,634
New +$359K 0.1% 74
2018
Q4 		$302K Buy
1,759
+32
+2% +$5.74K 0.1% 64
2018
Q3 		$358K Sell
1,727
-50
-3% -$10.1K 0.1% 62
2018
Q2 		$347K Hold
1,777
– – 0.11% 61
2018
Q1 		$317K Hold
1,777
– – 0.1% 64
2017
Q4 		$337K Hold
1,777
– – 0.06% 106
2017
Q3 		$291K Hold
1,777
– – 0.06% 106
2017
Q2 		$273K Sell
1,777
-1,050
-37% -$161K 0.06% 106
2017
Q1 		$415K Hold
2,827
– – 0.09% 93
2016
Q4 		$379K Hold
2,827
– – 0.09% 93
2016
Q3 		$357K Hold
2,827
– – 0.09% 86
2016
Q2 		$361K Hold
2,827
– – 0.1% 84
2016
Q1 		$377K Sell
2,827
-5,920
-68% -$738K 0.09% 89
2015
Q4 		$1.16M Hold
8,747
– – 0.28% 68
2015
Q3 		$1.01M Buy
8,747
+202
+2% +$23.4K 0.25% 72
2015
Q2 		$950K Hold
8,545
– – 0.23% 77
2015
Q1 		$971K Hold
8,545
– – 0.24% 75
2014
Q4 		$897K Hold
8,545
– – 0.24% 75
2014
Q3 		$784K Sell
8,545
-776
-8% -$66.6K 0.23% 72
2014
Q2 		$755K Hold
9,321
– – 0.23% 74
2014
Q1 		$738K Buy
9,321
+74
+0.8% +$5.89K 0.24% 74
2013
Q4 		$761K Buy
+9,247
New +$720K 0.25% 71
2013
Q3 		– Sell
-2,625
Closed -$203K – 100
2013
Q2 		$203K Buy
+2,625
New +$197K 0.09% 87

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Partners Capital Management's HD Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Home Depot (HD) stake by 1.1% in Q4 2022, selling an estimated $3.66K and leaving 1,095 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #103.

Financial Partners Capital Management first reported a position in HD in Q2 2013 and has held it in 34 quarters since. The position peaked at $1.16M in Q4 2015. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Financial Partners Capital Management held 1,095 shares of Home Depot worth $346K as of Q4 2022.
  • Financial Partners Capital Management sold 12 Home Depot shares in Q4 2022, an estimated $3.66K.
  • Home Depot made up 0.08% of Financial Partners Capital Management's portfolio in Q4 2022, its #103 holding.
  • Financial Partners Capital Management first reported a position in Home Depot in Q2 2013 and has held it in 34 quarters since.
  • Financial Partners Capital Management's Home Depot position peaked at $1.16M in Q4 2015.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.