PWAP
HD icon

Private Wealth Advisors (Pennsylvania)’s Home Depot HD Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020
Q4 		$2.41M Buy
9,074
+540
+6% +$148K 1.37% 21
2020
Q3 		$2.37M Buy
8,534
+146
+2% +$39.5K 1.52% 18
2020
Q2 		$2.1M Hold
8,388
– – 1.44% 19
2020
Q1 		$1.83M Sell
8,388
-1,093
-12% -$240K 1.39% 19
2019
Q4 		$2.22M Buy
9,481
+141
+2% +$31.9K 1.18% 25
2019
Q3 		$2.17M Sell
9,340
-3,220
-26% -$704K 1.1% 26
2019
Q2 		$2.61M Buy
12,560
+8,970
+250% +$1.79M 0.93% 37
2019
Q1 		$689K Buy
3,590
+348
+11% +$63.8K 0.26% 88
2018
Q4 		$557K Sell
3,242
-253
-7% -$45.4K 0.24% 91
2018
Q3 		$724K Hold
3,495
– – 0.27% 88
2018
Q2 		$682K Buy
3,495
+1
+0% +$187 0.27% 86
2018
Q1 		$623K Buy
3,494
+369
+12% +$69.2K 0.25% 90
2017
Q4 		$592K Buy
3,125
+466
+18% +$80.4K 0.23% 91
2017
Q3 		$435K Buy
2,659
+435
+20% +$66.7K 0.18% 98
2017
Q2 		$341K Buy
2,224
+651
+41% +$99.9K 0.15% 103
2017
Q1 		$231K Hold
1,573
– – 0.1% 113
2016
Q4 		$211K Buy
+1,573
New +$203K 0.1% 116
2016
Q3 		– Sell
-1,748
Closed -$223K – 115
2016
Q2 		$223K Buy
1,748
+175
+11% +$23.1K 0.11% 113
2016
Q1 		$210K Sell
1,573
-159
-9% -$19.8K 0.11% 113
2015
Q4 		$229K Sell
1,732
-1,425
-45% -$181K 0.13% 106
2015
Q3 		$365K Sell
3,157
-26
-0.8% -$3.01K 0.18% 106
2015
Q2 		$354K Buy
3,183
+161
+5% +$18K 0.16% 108
2015
Q1 		$343K Sell
3,022
-175
-5% -$19.3K 0.16% 106
2014
Q4 		$336K Buy
3,197
+175
+6% +$17K 0.16% 96
2014
Q3 		$277K Buy
3,022
+151
+5% +$13K 0.15% 106
2014
Q2 		$232K Buy
+2,871
New +$226K 0.12% 116

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s HD Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its Home Depot (HD) stake by 6.3% in Q4 2020, buying an estimated $148K and bringing the position to 9,074 shares worth $2.41M. The position accounts for 1.37% of the portfolio, ranked #21.

Private Wealth Advisors (Pennsylvania) first reported a position in HD in Q2 2014 and has held it in 26 quarters since. The position peaked at $2.61M in Q2 2019. 2,916 funds tracked by Wall St. Rank hold HD as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 9,074 shares of Home Depot worth $2.41M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 540 Home Depot shares in Q4 2020, an estimated $148K.
  • Home Depot made up 1.37% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #21 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Home Depot in Q2 2014 and has held it in 26 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Home Depot position peaked at $2.61M in Q2 2019.
  • 2,916 funds tracked by Wall St. Rank held Home Depot as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.