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Paradigm Financial Advisors’s Home Depot HD Stock Holding History

Paradigm Financial 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
2021
Q4 		$3.6M Sell
8,668
-117
-1% -$44.5K 0.79% 34
2021
Q3 		$2.88M Sell
8,785
-327
-4% -$107K 0.66% 38
2021
Q2 		$2.91M Buy
9,112
+43
+0.5% +$13.7K 0.65% 43
2021
Q1 		$2.77M Sell
9,069
-1,371
-13% -$378K 0.67% 42
2020
Q4 		$2.77M Buy
10,440
+9,440
+944% +$2.59M 0.75% 36
2020
Q3 		$278K Hold
1,000
– – 0.08% 102
2020
Q2 		$251K Sell
1,000
-82
-8% -$18.8K 0.08% 113
2020
Q1 		$202K Hold
1,082
– – 0.08% 105
2019
Q4 		$236K Buy
1,082
+65
+6% +$14.7K 0.08% 114
2019
Q3 		$236K Hold
1,017
– – 0.09% 109
2019
Q2 		$212K Sell
1,017
-250
-20% -$49.9K 0.08% 118
2019
Q1 		$243K Hold
1,267
– – 0.09% 106
2018
Q4 		$218K Buy
1,267
+300
+31% +$53.8K 0.1% 112
2018
Q3 		$200K Buy
+967
New +$195K 0.08% 120
2014
Q2 		– Sell
-435
Closed -$34K – 125
2014
Q1 		$34K Sell
435
-565
-57% -$44.9K 0.03% 137
2013
Q4 		$82K Buy
+1,000
New +$77.9K 0.08% 106

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Paradigm Financial Advisors's HD Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Home Depot (HD) stake by 1.3% in Q4 2021, selling an estimated $44.5K and leaving 8,668 shares worth $3.6M. The position accounts for 0.79% of the portfolio, ranked #34.

Paradigm Financial Advisors first reported a position in HD in Q4 2013 and has held it in 16 quarters since. 3,340 funds tracked by Wall St. Rank hold HD as of Q4 2021.

  • Paradigm Financial Advisors held 8,668 shares of Home Depot worth $3.6M as of Q4 2021.
  • Paradigm Financial Advisors sold 117 Home Depot shares in Q4 2021, an estimated $44.5K.
  • Home Depot made up 0.79% of Paradigm Financial Advisors's portfolio in Q4 2021, its #34 holding.
  • Paradigm Financial Advisors first reported a position in Home Depot in Q4 2013 and has held it in 16 quarters since.
  • 3,340 funds tracked by Wall St. Rank held Home Depot as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.