OptiFour Integrated Wealth Management’s Home Depot HD Stock Holding History

OptiFour Integrated 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
2019 Q4	$553K	Buy	2,535 +1	+0%	+$226	0.38%	36
2019 Q3	$588K	Sell	2,534 -536	-17%	-$117K	0.42%	33
2019 Q2	$638K	Buy	3,070 +88	+3%	+$17.6K	0.45%	30
2019 Q1	$572K	Sell	2,982 -130	-4%	-$23.8K	0.47%	21
2018 Q4	$535K	Buy	3,112 +1	+0%	+$179	0.49%	20
2018 Q3	$644K	Sell	3,111 -33	-1%	-$6.64K	0.53%	21
2018 Q2	$613K	Sell	3,144 -54	-2%	-$10.1K	0.53%	22
2018 Q1	$570K	Buy	3,198 +350	+12%	+$65.7K	0.48%	25
2017 Q4	$540K	Buy	+2,848	New	+$492K	0.45%	32

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

OptiFour Integrated Wealth Management's HD Position: Q4 2019 in Review

OptiFour Integrated Wealth Management increased its Home Depot (HD) stake by 0.04% in Q4 2019, buying an estimated $226 and bringing the position to 2,535 shares worth $553K. The position accounts for 0.38% of the portfolio, ranked #36.

OptiFour Integrated Wealth Management first reported a position in HD in Q4 2017 and has held it in 9 quarters since. The position peaked at $644K in Q3 2018. 2,590 funds tracked by Wall St. Rank hold HD as of Q4 2019.

OptiFour Integrated Wealth Management held 2,535 shares of Home Depot worth $553K as of Q4 2019.
OptiFour Integrated Wealth Management bought 1 Home Depot share in Q4 2019, an estimated $226.
Home Depot made up 0.38% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #36 holding.
OptiFour Integrated Wealth Management first reported a position in Home Depot in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Home Depot position peaked at $644K in Q3 2018.
2,590 funds tracked by Wall St. Rank held Home Depot as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.