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Private Wealth Strategies’s Home Depot HD Stock Holding History

Private Wealth Strategies’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
Q2 		$300K Buy
+873
New +$298K 0.06% 63
2023
Q3 		– Sell
-1,431
Closed -$444K – 75
2023
Q2 		$444K Buy
+1,431
New +$423K 0.11% 46

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Private Wealth Strategies's HD Position: Q2 2024 in Review

Private Wealth Strategies opened a new position in Home Depot (HD) in Q2 2024: 873 shares worth $300K. The stake represents 0.06% of the portfolio and ranks #63 among its holdings. This is a return to the name: Private Wealth Strategies previously reported a position in HD as recently as Q2 2023.

Private Wealth Strategies first reported a position in HD in Q2 2023 and has held it in 2 quarters since. The position peaked at $444K in Q2 2023. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

  • Private Wealth Strategies held 873 shares of Home Depot worth $300K as of Q2 2024.
  • Home Depot was a new Private Wealth Strategies position in Q2 2024.
  • Home Depot made up 0.06% of Private Wealth Strategies's portfolio in Q2 2024, its #63 holding.
  • Private Wealth Strategies first reported a position in Home Depot in Q2 2023 and has held it in 2 quarters since.
  • Private Wealth Strategies's Home Depot position peaked at $444K in Q2 2023.
  • 3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.