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Legacy Wealth Planning’s Home Depot HD Stock Holding History

Legacy Wealth Planning’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
Q1 		– Sell
-511
Closed -$212K – 104
2021
Q4 		$212K Sell
511
-364
-42% -$139K 0.24% 90
2021
Q3 		$287K Hold
875
– – 0.32% 66
2021
Q2 		$279K Hold
875
– – 0.32% 70
2021
Q1 		$267K Hold
875
– – 0.34% 65
2020
Q4 		$232K Buy
875
+48
+6% +$13.2K 0.3% 70
2020
Q3 		$230K Buy
827
+5
+0.6% +$1.35K 0.26% 64
2020
Q2 		$206K Buy
+822
New +$188K 0.25% 72

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
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

Legacy Wealth Planning's HD Position: Q1 2022 in Review

Legacy Wealth Planning sold out of Home Depot (HD) in Q1 2022, closing a stake of 511 shares — an estimated $212K sold.

Legacy Wealth Planning first reported a position in HD in Q2 2020 and held it in 7 quarters. The position peaked at $287K in Q3 2021. 3,248 funds tracked by Wall St. Rank hold HD as of Q1 2022.

  • Legacy Wealth Planning reported no remaining Home Depot position as of Q1 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 511 Home Depot shares in Q1 2022, an estimated $212K.
  • Legacy Wealth Planning first reported a position in Home Depot in Q2 2020 and held it in 7 quarters.
  • Legacy Wealth Planning's Home Depot position peaked at $287K in Q3 2021.
  • 3,248 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on Legacy Wealth Planning's 13F filing for Q1 2022, filed 10 May 2022.