Peak Financial Advisors’s Home Depot HD Stock Holding History

Peak 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
2024 Q3	–	Sell	-8,791	Closed	-$3.03M	–	83
2024 Q2	$3.03M	Buy	+8,791	New	+$3M	1.74%	15
2022 Q2	–	Sell	-858	Closed	-$257K	–	78
2022 Q1	$257K	Buy	858 +307	+56%	+$106K	0.22%	70
2021 Q4	$229K	Buy	+551	New	+$210K	0.18%	68

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Peak Financial Advisors's HD Position: Q3 2024 in Review

Peak Financial Advisors sold out of Home Depot (HD) in Q3 2024, closing a stake of 8,791 shares — an estimated $3.03M sold.

Peak Financial Advisors first reported a position in HD in Q4 2021 and held it in 3 quarters. The position peaked at $3.03M in Q2 2024. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

Peak Financial Advisors reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
Peak Financial Advisors sold 8,791 Home Depot shares in Q3 2024, an estimated $3.03M.
Peak Financial Advisors first reported a position in Home Depot in Q4 2021 and held it in 3 quarters.
Peak Financial Advisors's Home Depot position peaked at $3.03M in Q2 2024.
3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Peak Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.