IWAG
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Integer Wealth Advisors Group’s Home Depot HD Stock Holding History

Integer Wealth Advisors Group’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
Q1 		$343K Hold
1,076
– – 0.19% 62
2020
Q4 		$288K Buy
1,076
+15
+1% +$4.12K 0.19% 60
2020
Q3 		$295K Buy
1,061
+34
+3% +$9.21K 0.27% 53
2020
Q2 		$255K Hold
1,027
– – 0.26% 52
2020
Q1 		$241K Buy
+1,027
New +$225K 0.27% 49

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Integer Wealth Advisors Group's HD Position: Q1 2021 in Review

Integer Wealth Advisors Group held its Home Depot (HD) position steady in Q1 2021 at 1,076 shares worth $343K. The position accounts for 0.19% of the portfolio, ranked #62.

Integer Wealth Advisors Group first reported a position in HD in Q1 2020 and has held it in 5 quarters since. 2,925 funds tracked by Wall St. Rank hold HD as of Q1 2021.

  • Integer Wealth Advisors Group held 1,076 shares of Home Depot worth $343K as of Q1 2021.
  • Integer Wealth Advisors Group left its Home Depot share count unchanged in Q1 2021.
  • Home Depot made up 0.19% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #62 holding.
  • Integer Wealth Advisors Group first reported a position in Home Depot in Q1 2020 and has held it in 5 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Home Depot as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.