Lake Point Wealth Management’s Home Depot HD Stock Holding History

Lake Point Wealth Management’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 Q2	$60K	Hold	217	–	–	0.03%	57
2022 Q1	$65K	Hold	217	–	–	0.03%	52
2021 Q4	$90K	Hold	217	–	–	0.04%	47
2021 Q3	$71K	Hold	217	–	–	0.03%	49
2021 Q2	$69K	Buy	+217	New	+$69K	0.03%	52
2020 Q1	$30K	Hold	163	–	–	0.03%	70
2019 Q4	$36K	Buy	+163	New	+$36.9K	0.01%	144
2019 Q2	$42K	Hold	203	–	–	0.01%	160
2019 Q1	$42K	Sell	203 -1,325	-87%	-$243K	0.01%	160
2018 Q4	$263K	Buy	+1,528	New	+$274K	0.1%	117

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's HD Position: Q2 2022 in Review

Lake Point Wealth Management held its Home Depot (HD) position steady in Q2 2022 at 217 shares worth $60K. The position accounts for 0.03% of the portfolio, ranked #57.

Lake Point Wealth Management first reported a position in HD in Q4 2018 and has held it in 10 quarters since. The position peaked at $263K in Q4 2018. 3,191 funds tracked by Wall St. Rank hold HD as of Q2 2022.

Lake Point Wealth Management held 217 shares of Home Depot worth $60K as of Q2 2022.
Lake Point Wealth Management left its Home Depot share count unchanged in Q2 2022.
Home Depot made up 0.03% of Lake Point Wealth Management's portfolio in Q2 2022, its #57 holding.
Lake Point Wealth Management first reported a position in Home Depot in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Home Depot position peaked at $263K in Q4 2018.
3,191 funds tracked by Wall St. Rank held Home Depot as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.