New England Guild Wealth Advisors’s Home Depot HD Stock Holding History

New England Guild Wealth Advisors’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	$345K	Buy	1,092 +16	+1%	+$4.87K	0.18%	50
2022 Q3	$297K	Sell	1,076 -16	-1%	-$4.72K	0.18%	55
2022 Q2	$300K	Hold	1,092	–	–	0.19%	57
2022 Q1	$327K	Hold	1,092	–	–	0.17%	59
2021 Q4	$453K	Buy	1,092 +18	+2%	+$6.85K	0.23%	48
2021 Q3	$353K	Hold	1,074	–	–	0.19%	48
2021 Q2	$342K	Sell	1,074 -774	-42%	-$246K	0.19%	50
2021 Q1	$564K	Hold	1,848	–	–	0.32%	41
2020 Q4	$491K	Hold	1,848	–	–	0.29%	41
2020 Q3	$513K	Hold	1,848	–	–	0.36%	39
2020 Q2	$463K	Hold	1,848	–	–	0.34%	38
2020 Q1	$345K	Hold	1,848	–	–	0.31%	40
2019 Q4	$404K	Hold	1,848	–	–	0.29%	40
2019 Q3	$429K	Hold	1,848	–	–	0.31%	39
2019 Q2	$384K	Hold	1,848	–	–	0.29%	39
2019 Q1	$355K	Hold	1,848	–	–	0.27%	40
2018 Q4	$318K	Hold	1,848	–	–	0.27%	40
2018 Q3	$383K	Hold	1,848	–	–	0.35%	36
2018 Q2	$361K	Sell	1,848 -100	-5%	-$18.7K	0.33%	35
2018 Q1	$347K	Buy	1,948 +100	+5%	+$18.8K	0.33%	36
2017 Q4	$350K	Buy	+1,848	New	+$319K	0.34%	36

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

New England Guild Wealth Advisors's HD Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its Home Depot (HD) stake by 1.5% in Q4 2022, buying an estimated $4.87K and bringing the position to 1,092 shares worth $345K. The position accounts for 0.18% of the portfolio, ranked #50.

New England Guild Wealth Advisors first reported a position in HD in Q4 2017 and has held it in 21 quarters since. The position peaked at $564K in Q1 2021. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

New England Guild Wealth Advisors held 1,092 shares of Home Depot worth $345K as of Q4 2022.
New England Guild Wealth Advisors bought 16 Home Depot shares in Q4 2022, an estimated $4.87K.
Home Depot made up 0.18% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #50 holding.
New England Guild Wealth Advisors first reported a position in Home Depot in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's Home Depot position peaked at $564K in Q1 2021.
3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.