Regimen Wealth’s Home Depot HD Stock Holding History

Regimen Wealth’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
2023 Q1	–	Sell	-702	Closed	-$222K	–	63
2022 Q4	$222K	Buy	+702	New	+$214K	0.15%	50

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regimen Wealth's HD Position: Q1 2023 in Review

Regimen Wealth sold out of Home Depot (HD) in Q1 2023, closing a stake of 702 shares — an estimated $222K sold.

Regimen Wealth first reported a position in HD in Q4 2022 and held it in 1 quarter. The position peaked at $222K in Q4 2022. 3,290 funds tracked by Wall St. Rank hold HD as of Q1 2023.

Regimen Wealth reported no remaining Home Depot position as of Q1 2023 after selling out during the quarter.
Regimen Wealth sold 702 Home Depot shares in Q1 2023, an estimated $222K.
Regimen Wealth first reported a position in Home Depot in Q4 2022 and held it in 1 quarter.
Regimen Wealth's Home Depot position peaked at $222K in Q4 2022.
3,290 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Regimen Wealth's 13F filing for Q1 2023, filed 5 May 2023.