PWP
HD icon

Personal Wealth Partners’s Home Depot HD Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-422
Closed -$135K – 205
2021
Q2 		$135K Buy
+422
New +$134K 0.05% 99
2020
Q1 		– Sell
-342
Closed -$75K – 280
2019
Q4 		$75K Hold
342
– – 0.03% 122
2019
Q3 		$79K Buy
342
+12
+4% +$2.62K 0.04% 116
2019
Q2 		$69K Buy
+330
New +$65.8K 0.03% 113

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Personal Wealth Partners's HD Position: Q3 2021 in Review

Personal Wealth Partners sold out of Home Depot (HD) in Q3 2021, closing a stake of 422 shares — an estimated $135K sold.

Personal Wealth Partners first reported a position in HD in Q2 2019 and held it in 4 quarters. The position peaked at $135K in Q2 2021. 2,938 funds tracked by Wall St. Rank hold HD as of Q3 2021.

  • Personal Wealth Partners reported no remaining Home Depot position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 422 Home Depot shares in Q3 2021, an estimated $135K.
  • Personal Wealth Partners first reported a position in Home Depot in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Home Depot position peaked at $135K in Q2 2021.
  • 2,938 funds tracked by Wall St. Rank held Home Depot as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.