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Fortune Financial Advisors’s Home Depot HD Stock Holding History

Fortune Financial 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
2024
Q3 		– Sell
-1,025
Closed -$353K – 107
2024
Q2 		$353K Sell
1,025
-29
-3% -$9.89K 0.22% 98
2024
Q1 		$404K Sell
1,054
-63
-6% -$23K 0.26% 96
2023
Q4 		$387K Buy
1,117
+18
+2% +$5.57K 0.27% 86
2023
Q3 		$332K Buy
1,099
+5
+0.5% +$1.61K 0.25% 89
2023
Q2 		$340K Buy
+1,094
New +$323K 0.26% 86

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fortune Financial Advisors's HD Position: Q3 2024 in Review

Fortune Financial Advisors sold out of Home Depot (HD) in Q3 2024, closing a stake of 1,025 shares — an estimated $353K sold.

Fortune Financial Advisors first reported a position in HD in Q2 2023 and held it in 5 quarters. The position peaked at $404K in Q1 2024. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Fortune Financial Advisors reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 1,025 Home Depot shares in Q3 2024, an estimated $353K.
  • Fortune Financial Advisors first reported a position in Home Depot in Q2 2023 and held it in 5 quarters.
  • Fortune Financial Advisors's Home Depot position peaked at $404K in Q1 2024.
  • 3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Fortune Financial Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.