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Hall Private Wealth Advisors’s Home Depot HD Stock Holding History

Hall Private 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
2023
Q3 		$603K Hold
1,994
– – 0.41% 28
2023
Q2 		$619K Hold
1,994
– – 0.33% 34
2023
Q1 		$588K Buy
+1,994
New +$611K 0.31% 40

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Hall Private Wealth Advisors's HD Position: Q3 2023 in Review

Hall Private Wealth Advisors held its Home Depot (HD) position steady in Q3 2023 at 1,994 shares worth $603K. The position accounts for 0.41% of the portfolio, ranked #28.

Hall Private Wealth Advisors first reported a position in HD in Q1 2023 and has held it in 3 quarters since. The position peaked at $619K in Q2 2023. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • Hall Private Wealth Advisors held 1,994 shares of Home Depot worth $603K as of Q3 2023.
  • Hall Private Wealth Advisors left its Home Depot share count unchanged in Q3 2023.
  • Home Depot made up 0.41% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #28 holding.
  • Hall Private Wealth Advisors first reported a position in Home Depot in Q1 2023 and has held it in 3 quarters since.
  • Hall Private Wealth Advisors's Home Depot position peaked at $619K in Q2 2023.
  • 3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.