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Legacy Wealth Partners (California)’s Home Depot HD Stock Holding History

Legacy Wealth Partners (California)’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
Q2 		$1.34M Buy
4,193
+3
+0.1% +$954 0.74% 34
2021
Q1 		$1.28M Buy
4,190
+3
+0.1% +$827 0.75% 32
2020
Q4 		$1.11M Buy
4,187
+3
+0.1% +$825 0.7% 32
2020
Q3 		$1.16M Buy
4,184
+3
+0.1% +$813 0.82% 24
2020
Q2 		$1.05M Buy
4,181
+3
+0.1% +$687 0.79% 28
2020
Q1 		$780K Buy
4,178
+4
+0.1% +$878 0.73% 27
2019
Q4 		$994K Buy
+4,174
New +$945K 0.72% 28

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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
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

Legacy Wealth Partners (California)'s HD Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its Home Depot (HD) stake by 0.07% in Q2 2021, buying an estimated $954 and bringing the position to 4,193 shares worth $1.34M. The position accounts for 0.74% of the portfolio, ranked #34.

Legacy Wealth Partners (California) first reported a position in HD in Q4 2019 and has held it in 7 quarters since. 2,932 funds tracked by Wall St. Rank hold HD as of Q2 2021.

  • Legacy Wealth Partners (California) held 4,193 shares of Home Depot worth $1.34M as of Q2 2021.
  • Legacy Wealth Partners (California) bought 3 Home Depot shares in Q2 2021, an estimated $954.
  • Home Depot made up 0.74% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #34 holding.
  • Legacy Wealth Partners (California) first reported a position in Home Depot in Q4 2019 and has held it in 7 quarters since.
  • 2,932 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.