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Intercontinental Wealth Advisors’s Home Depot HD Stock Holding History

Intercontinental 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
Q2 		$1.37M Sell
4,401
-36
-0.8% -$10.6K 0.33% 63
2023
Q1 		$1.31M Buy
4,437
+65
+1% +$19.9K 0.33% 59
2022
Q4 		$1.38M Buy
4,372
+22
+0.5% +$6.7K 0.41% 45
2022
Q3 		$1.2M Buy
4,350
+557
+15% +$164K 0.38% 58
2022
Q2 		$1.04M Buy
3,793
+403
+12% +$119K 0.28% 79
2022
Q1 		$1.01M Buy
3,390
+742
+28% +$257K 0.23% 89
2021
Q4 		$1.1M Sell
2,648
-245
-8% -$93.3K 0.23% 90
2021
Q3 		$950K Sell
2,893
-788
-21% -$259K 0.22% 93
2021
Q2 		$1.17M Buy
3,681
+695
+23% +$221K 0.23% 84
2021
Q1 		$911K Buy
2,986
+650
+28% +$179K 0.2% 97
2020
Q4 		$620K Buy
2,336
+20
+0.9% +$5.5K 0.15% 116
2020
Q3 		$643K Buy
2,316
+1,032
+80% +$280K 0.19% 98
2020
Q2 		$322K Sell
1,284
-472
-27% -$108K 0.1% 140
2020
Q1 		$328K Buy
1,756
+432
+33% +$94.8K 0.17% 109
2019
Q4 		$315K Sell
1,324
-199
-13% -$45.1K 0.26% 65
2019
Q3 		$353K Sell
1,523
-9
-0.6% -$1.97K 0.22% 88
2019
Q2 		$319K Buy
1,532
+795
+108% +$159K 0.16% 95
2019
Q1 		$141K Hold
737
– – 0.07% 147
2018
Q4 		$127K Buy
+737
New +$132K 0.07% 151

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Intercontinental Wealth Advisors's HD Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Home Depot (HD) stake by 0.81% in Q2 2023, selling an estimated $10.6K and leaving 4,401 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #63.

Intercontinental Wealth Advisors first reported a position in HD in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.38M in Q4 2022. 3,311 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • Intercontinental Wealth Advisors held 4,401 shares of Home Depot worth $1.37M as of Q2 2023.
  • Intercontinental Wealth Advisors sold 36 Home Depot shares in Q2 2023, an estimated $10.6K.
  • Home Depot made up 0.33% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #63 holding.
  • Intercontinental Wealth Advisors first reported a position in Home Depot in Q4 2018 and has held it in 19 quarters since.
  • Intercontinental Wealth Advisors's Home Depot position peaked at $1.38M in Q4 2022.
  • 3,311 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.