OPWM
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Oak Point Wealth Management’s Home Depot HD Stock Holding History

Oak 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
2018
Q1 		$310K Buy
1,804
+1,662
+1,170% +$312K 0.32% 88
2017
Q4 		$27K Buy
+142
New +$24.5K 0.03% 127

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Point Wealth Management's HD Position: Q1 2018 in Review

Oak Point Wealth Management increased its Home Depot (HD) stake by 1,170% in Q1 2018, buying an estimated $312K and bringing the position to 1,804 shares worth $310K. The position accounts for 0.32% of the portfolio, ranked #88.

Oak Point Wealth Management first reported a position in HD in Q4 2017 and has held it in 2 quarters since. 2,071 funds tracked by Wall St. Rank hold HD as of Q1 2018.

  • Oak Point Wealth Management held 1,804 shares of Home Depot worth $310K as of Q1 2018.
  • Oak Point Wealth Management bought 1,662 Home Depot shares in Q1 2018, an estimated $312K.
  • Home Depot made up 0.32% of Oak Point Wealth Management's portfolio in Q1 2018, its #88 holding.
  • Oak Point Wealth Management first reported a position in Home Depot in Q4 2017 and has held it in 2 quarters since.
  • 2,071 funds tracked by Wall St. Rank held Home Depot as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.