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Fortis Advisors’s Home Depot HD Stock Holding History

Fortis Advisors’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
Q3 		– Sell
-18
Closed -$5.31K – 256
2022
Q2 		$5K Buy
18
+8
+80% +$2.36K ﹤0.01% 237
2022
Q1 		$3K Hold
10
– – ﹤0.01% 267
2021
Q4 		$4K Buy
+10
New +$3.81K ﹤0.01% 237
2020
Q2 		– Sell
-984
Closed -$184K – 230
2020
Q1 		$184K Buy
984
+68
+7% +$14.9K 0.12% 84
2019
Q4 		$200K Buy
916
+51
+6% +$11.6K 0.12% 116
2019
Q3 		$201K Buy
865
+286
+49% +$62.5K 0.09% 127
2019
Q2 		$120K Buy
579
+2
+0.3% +$399 0.06% 163
2019
Q1 		$111K Buy
577
+281
+95% +$51.5K 0.06% 162
2018
Q4 		$51K Buy
296
+2
+0.7% +$359 0.03% 207
2018
Q3 		$61K Buy
294
+1
+0.3% +$201 0.03% 191
2018
Q2 		$57K Buy
293
+2
+0.7% +$374 0.03% 194
2018
Q1 		$52K Buy
291
+2
+0.7% +$375 0.03% 176
2017
Q4 		$55K Buy
289
+1
+0.3% +$173 0.03% 175
2017
Q3 		$47K Sell
288
-1,460
-84% -$224K 0.03% 173
2017
Q2 		$268K Buy
1,748
+1
+0.1% +$153 0.21% 55
2017
Q1 		$256K Buy
+1,747
New +$248K 0.23% 51

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Advisors's HD Position: Q3 2022 in Review

Fortis Advisors sold out of Home Depot (HD) in Q3 2022, closing a stake of 18 shares — an estimated $5.31K sold.

Fortis Advisors first reported a position in HD in Q1 2017 and held it in 16 quarters. The position peaked at $268K in Q2 2017. 3,200 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Fortis Advisors reported no remaining Home Depot position as of Q3 2022 after selling out during the quarter.
  • Fortis Advisors sold 18 Home Depot shares in Q3 2022, an estimated $5.31K.
  • Fortis Advisors first reported a position in Home Depot in Q1 2017 and held it in 16 quarters.
  • Fortis Advisors's Home Depot position peaked at $268K in Q2 2017.
  • 3,200 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Fortis Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.