Fusion Family Wealth’s Home Depot HD Stock Holding History

Fusion Family Wealth’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
2021 Q2	–	Sell	-57	Closed	-$17K	–	62
2021 Q1	$17K	Hold	57	–	–	﹤0.01%	74
2020 Q4	$15K	Sell	57 -57	-50%	-$15.7K	﹤0.01%	69
2020 Q3	$32K	Sell	114 -143	-56%	-$38.7K	0.01%	59
2020 Q2	$64K	Hold	257	–	–	0.02%	46
2020 Q1	$48K	Hold	257	–	–	0.01%	53
2019 Q4	$56K	Hold	257	–	–	0.01%	60
2019 Q3	$57K	Sell	257 -148	-37%	-$32.4K	0.02%	58
2019 Q2	$84K	Buy	405 +148	+58%	+$29.5K	0.02%	65
2019 Q1	$49K	Sell	257 -148	-37%	-$27.1K	0.01%	65
2018 Q4	$70K	Buy	405 +123	+44%	+$22.1K	0.02%	97
2018 Q3	$58K	Hold	282	–	–	0.02%	104
2018 Q2	$55K	Buy	282 +57	+25%	+$10.6K	0.02%	121
2018 Q1	$40K	Hold	225	–	–	0.01%	123
2017 Q4	$43K	Buy	225 +25	+13%	+$4.32K	0.01%	136
2017 Q3	$33K	Sell	200 -25	-11%	-$3.83K	0.01%	106
2017 Q2	$35K	Hold	225	–	–	0.01%	139
2017 Q1	$33K	Sell	225 -61	-21%	-$8.65K	0.01%	136
2016 Q4	$39K	Buy	+286	New	+$36.9K	0.02%	138

Other funds holding HD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fusion Family Wealth's HD Position: Q2 2021 in Review

Fusion Family Wealth sold out of Home Depot (HD) in Q2 2021, closing a stake of 57 shares — an estimated $17K sold.

Fusion Family Wealth first reported a position in HD in Q4 2016 and held it in 18 quarters. The position peaked at $84K in Q2 2019. 2,932 funds tracked by Wall St. Rank hold HD as of Q2 2021.

Fusion Family Wealth reported no remaining Home Depot position as of Q2 2021 after selling out during the quarter.
Fusion Family Wealth sold 57 Home Depot shares in Q2 2021, an estimated $17K.
Fusion Family Wealth first reported a position in Home Depot in Q4 2016 and held it in 18 quarters.
Fusion Family Wealth's Home Depot position peaked at $84K in Q2 2019.
2,932 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.