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Keystone Wealth Partners’s Home Depot HD Stock Holding History

Keystone Wealth Partners’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
Q3 		– Sell
-2,800
Closed -$893K – 26
2021
Q2 		$893K Buy
+2,800
New +$891K 0.53% 15
2021
Q1 		– Sell
-2,800
Closed -$743K – 28
2020
Q4 		$743K Buy
+2,800
New +$770K 0.59% 17

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Keystone Wealth Partners's HD Position: Q1 2022 in Review

Keystone Wealth Partners reduced its Home Depot (HD) stake by 6.2% in Q1 2022, selling an estimated $75.3K and leaving 3,295 shares worth $986K. The position accounts for 0.46% of the portfolio, ranked #15.

Keystone Wealth Partners first reported a position in HD in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2021. 3,248 funds tracked by Wall St. Rank hold HD as of Q1 2022.

  • Keystone Wealth Partners held 3,295 shares of Home Depot worth $986K as of Q1 2022.
  • Keystone Wealth Partners sold 217 Home Depot shares in Q1 2022, an estimated $75.3K.
  • Home Depot made up 0.46% of Keystone Wealth Partners's portfolio in Q1 2022, its #15 holding.
  • Keystone Wealth Partners first reported a position in Home Depot in Q4 2020 and has held it in 6 quarters since.
  • Keystone Wealth Partners's Home Depot position peaked at $1.46M in Q4 2021.
  • 3,248 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.