IAG
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Ipsen Advisor Group’s Home Depot HD Stock Holding History

Ipsen Advisor 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
2022
Q4 		$363K Buy
+1,148
New +$350K 0.42% 65

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ipsen Advisor Group's HD Position: Q4 2022 in Review

Ipsen Advisor Group opened a new position in Home Depot (HD) in Q4 2022: 1,148 shares worth $363K. The stake represents 0.42% of the portfolio and ranks #65 among its holdings.

3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Ipsen Advisor Group held 1,148 shares of Home Depot worth $363K as of Q4 2022.
  • Home Depot was a new Ipsen Advisor Group position in Q4 2022.
  • Home Depot made up 0.42% of Ipsen Advisor Group's portfolio in Q4 2022, its #65 holding.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Ipsen Advisor Group's 13F filing for Q4 2022, filed 10 Feb 2023.