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Retirement Capital Strategies’s Home Depot HD Stock Holding History

Retirement Capital 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
2022
Q3 		– Sell
-755
Closed -$207K – 56
2022
Q2 		$207K Buy
755
+12
+2% +$3.54K 0.09% 56
2022
Q1 		$228K Hold
743
– – 0.09% 53
2021
Q4 		$308K Hold
743
– – 0.11% 64
2021
Q3 		$244K Hold
743
– – 0.09% 65
2021
Q2 		$237K Hold
743
– – 0.09% 73
2021
Q1 		$227K Buy
+743
New +$205K 0.09% 70

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Retirement Capital Strategies's HD Position: Q3 2022 in Review

Retirement Capital Strategies sold out of Home Depot (HD) in Q3 2022, closing a stake of 755 shares — an estimated $207K sold.

Retirement Capital Strategies first reported a position in HD in Q1 2021 and held it in 6 quarters. The position peaked at $308K in Q4 2021. 3,200 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Retirement Capital Strategies reported no remaining Home Depot position as of Q3 2022 after selling out during the quarter.
  • Retirement Capital Strategies sold 755 Home Depot shares in Q3 2022, an estimated $207K.
  • Retirement Capital Strategies first reported a position in Home Depot in Q1 2021 and held it in 6 quarters.
  • Retirement Capital Strategies's Home Depot position peaked at $308K in Q4 2021.
  • 3,200 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Retirement Capital Strategies's 13F filing for Q3 2022, filed 10 Nov 2022.