PCG Wealth Advisors’s Home Depot HD Stock Holding History

PCG 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	–	Sell	-905	Closed	-$250K	–	133
2022 Q3	$250K	Buy	+905	New	+$267K	0.09%	118

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

PCG Wealth Advisors's HD Position: Q4 2022 in Review

PCG Wealth Advisors sold out of Home Depot (HD) in Q4 2022, closing a stake of 905 shares — an estimated $250K sold.

PCG Wealth Advisors first reported a position in HD in Q3 2022 and held it in 1 quarter. The position peaked at $250K in Q3 2022. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

PCG Wealth Advisors reported no remaining Home Depot position as of Q4 2022 after selling out during the quarter.
PCG Wealth Advisors sold 905 Home Depot shares in Q4 2022, an estimated $250K.
PCG Wealth Advisors first reported a position in Home Depot in Q3 2022 and held it in 1 quarter.
PCG Wealth Advisors's Home Depot position peaked at $250K in Q3 2022.
3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on PCG Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.