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

New England Private 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
2019
Q4 		– Sell
-3,064
Closed -$712K – 118
2019
Q3 		$712K Buy
3,064
+7
+0.2% +$1.53K 0.17% 76
2019
Q2 		$638K Buy
3,057
+155
+5% +$30.9K 0.15% 83
2019
Q1 		$556K Buy
2,902
+82
+3% +$15K 0.14% 86
2018
Q4 		$484K Sell
2,820
-1,293
-31% -$232K 0.14% 84
2018
Q3 		$851K Sell
4,113
-232
-5% -$46.7K 0.23% 61
2018
Q2 		$850K Buy
4,345
+5
+0.1% +$934 0.24% 61
2018
Q1 		$773K Buy
4,340
+5
+0.1% +$938 0.22% 66
2017
Q4 		$823K Buy
4,335
+604
+16% +$104K 0.23% 65
2017
Q3 		$612K Buy
3,731
+375
+11% +$57.5K 0.18% 73
2017
Q2 		$515K Buy
3,356
+4
+0.1% +$614 0.16% 82
2017
Q1 		$491K Buy
3,352
+916
+38% +$130K 0.16% 78
2016
Q4 		$326K Buy
2,436
+53
+2% +$6.83K 0.11% 92
2016
Q3 		$308K Buy
2,383
+3
+0.1% +$400 0.11% 92
2016
Q2 		$305K Sell
2,380
-296
-11% -$39.1K 0.12% 89
2016
Q1 		$357K Buy
2,676
+4
+0.1% +$499 0.15% 80
2015
Q4 		$353K Sell
2,672
-155
-5% -$19.7K 0.14% 77
2015
Q3 		$328K Buy
2,827
+4
+0.1% +$463 0.14% 78
2015
Q2 		$313K Buy
2,823
+5
+0.2% +$560 0.12% 79
2015
Q1 		$319K Buy
2,818
+304
+12% +$33.5K 0.12% 73
2014
Q4 		$260K Buy
2,514
+4
+0.2% +$389 0.1% 84
2014
Q3 		$230K Sell
2,510
-84
-3% -$7.21K 0.09% 88
2014
Q2 		$210K Buy
2,594
+4
+0.2% +$316 0.09% 101
2014
Q1 		$205K Buy
2,590
+4
+0.2% +$318 0.09% 96
2013
Q4 		$213K Buy
+2,586
New +$201K 0.1% 86

Other funds holding HD

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Private Wealth Advisors's HD Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Home Depot (HD) in Q4 2019, closing a stake of 3,064 shares — an estimated $712K sold.

New England Private Wealth Advisors first reported a position in HD in Q4 2013 and held it in 24 quarters. The position peaked at $851K in Q3 2018. 2,589 funds tracked by Wall St. Rank hold HD as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Home Depot position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 3,064 Home Depot shares in Q4 2019, an estimated $712K.
  • New England Private Wealth Advisors first reported a position in Home Depot in Q4 2013 and held it in 24 quarters.
  • New England Private Wealth Advisors's Home Depot position peaked at $851K in Q3 2018.
  • 2,589 funds tracked by Wall St. Rank held Home Depot as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.