IBEX Wealth Advisors’s Home Depot HD Stock Holding History

IBEX 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
2019 Q3	–	Sell	-1	Closed	-$1K	–	194
2019 Q2	$1K	Buy	+1	New	+$199	﹤0.01%	408

Other funds holding HD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

IBEX Wealth Advisors's HD Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Home Depot (HD) in Q3 2024, closing a stake of 39 shares — an estimated $13.3K sold.

IBEX Wealth Advisors first reported a position in HD in Q3 2016 and held it in 31 quarters. The position peaked at $9.36M in Q4 2021. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

IBEX Wealth Advisors reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 39 Home Depot shares in Q3 2024, an estimated $13.3K.
IBEX Wealth Advisors first reported a position in Home Depot in Q3 2016 and held it in 31 quarters.
IBEX Wealth Advisors's Home Depot position peaked at $9.36M in Q4 2021.
3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.