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Forefront Wealth Management’s Home Depot HD Stock Holding History

Forefront 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
2023
Q1 		– Sell
-3,830
Closed -$1.21M – 44
2022
Q4 		$1.21M Sell
3,830
-1,091
-22% -$332K 1.63% 20
2022
Q3 		$1.36M Buy
4,921
+23
+0.5% +$6.79K 1.89% 21
2022
Q2 		$1.35M Sell
4,898
-3,991
-45% -$1.18M 1.81% 22
2022
Q1 		$2.66M Buy
+8,889
New +$3.08M 2.63% 17

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forefront Wealth Management's HD Position: Q1 2023 in Review

Forefront Wealth Management sold out of Home Depot (HD) in Q1 2023, closing a stake of 3,830 shares — an estimated $1.21M sold.

Forefront Wealth Management first reported a position in HD in Q1 2022 and held it in 4 quarters. The position peaked at $2.66M in Q1 2022. 3,289 funds tracked by Wall St. Rank hold HD as of Q1 2023.

  • Forefront Wealth Management reported no remaining Home Depot position as of Q1 2023 after selling out during the quarter.
  • Forefront Wealth Management sold 3,830 Home Depot shares in Q1 2023, an estimated $1.21M.
  • Forefront Wealth Management first reported a position in Home Depot in Q1 2022 and held it in 4 quarters.
  • Forefront Wealth Management's Home Depot position peaked at $2.66M in Q1 2022.
  • 3,289 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Forefront Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.