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Genesis Wealth Advisors’s Home Depot HD Stock Holding History

Genesis Wealth 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
2015
Q2 		$110K Buy
990
+84
+9% +$9.4K 0.09% 108
2015
Q1 		$102K Hold
906
– – 0.09% 120
2014
Q4 		$105K Buy
+906
New +$88K 0.08% 125

Other funds holding HD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Genesis Wealth Advisors's HD Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Home Depot (HD) stake by 9.3% in Q2 2015, buying an estimated $9.4K and bringing the position to 990 shares worth $110K. The position accounts for 0.09% of the portfolio, ranked #108.

Genesis Wealth Advisors first reported a position in HD in Q4 2014 and has held it in 3 quarters since. 1,545 funds tracked by Wall St. Rank hold HD as of Q2 2015.

  • Genesis Wealth Advisors held 990 shares of Home Depot worth $110K as of Q2 2015.
  • Genesis Wealth Advisors bought 84 Home Depot shares in Q2 2015, an estimated $9.4K.
  • Home Depot made up 0.09% of Genesis Wealth Advisors's portfolio in Q2 2015, its #108 holding.
  • Genesis Wealth Advisors first reported a position in Home Depot in Q4 2014 and has held it in 3 quarters since.
  • 1,545 funds tracked by Wall St. Rank held Home Depot as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.