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RGT Wealth Advisors’s Home Depot HD Stock Holding History

RGT Wealth Advisors’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 		$2.17M Sell
7,859
-274
-3% -$80.9K 0.35% 17
2022
Q2 		$2.23M Sell
8,133
-159
-2% -$46.9K 0.37% 19
2022
Q1 		$2.48M Sell
8,292
-540
-6% -$187K 0.39% 21
2021
Q4 		$3.67M Buy
8,832
+142
+2% +$54.1K 0.56% 12
2021
Q3 		$2.85M Buy
8,690
+11
+0.1% +$3.61K 0.56% 8
2021
Q2 		$2.77M Sell
8,679
-60
-0.7% -$19.1K 0.5% 9
2021
Q1 		$2.67M Sell
8,739
-4
-0% -$1.1K 0.52% 9
2020
Q4 		$2.32M Hold
8,743
– – 0.49% 9
2020
Q3 		$2.43M Buy
8,743
+48
+0.6% +$13K 0.62% 8
2020
Q2 		$2.18M Sell
8,695
-3,665
-30% -$839K 0.63% 8
2020
Q1 		$2.31M Buy
12,360
+137
+1% +$30.1K 1.48% 5
2019
Q4 		$2.67M Sell
12,223
-1,844
-13% -$418K 8.04% 3
2019
Q3 		$3.26M Sell
14,067
-2,381
-14% -$520K 9.48% 2
2019
Q2 		$3.42M Buy
+16,448
New +$3.28M 10.78% 2
2018
Q2 		– Sell
-1,757
Closed -$313K – 53
2018
Q1 		$313K Buy
1,757
+6
+0.3% +$1.13K 0.15% 68
2017
Q4 		$332K Buy
+1,751
New +$302K 0.18% 58
2017
Q3 		– Sell
-1,308
Closed -$201K – 96
2017
Q2 		$201K Buy
+1,308
New +$201K 0.14% 84
2017
Q1 		– Sell
-1,674
Closed -$224K – 115
2016
Q4 		$224K Sell
1,674
-360
-18% -$46.4K 0.13% 101
2016
Q3 		$262K Buy
+2,034
New +$271K 0.16% 83

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

RGT Wealth Advisors's HD Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Home Depot (HD) stake by 3.4% in Q3 2022, selling an estimated $80.9K and leaving 7,859 shares worth $2.17M. The position accounts for 0.35% of the portfolio, ranked #17.

RGT Wealth Advisors first reported a position in HD in Q3 2016 and has held it in 19 quarters since. The position peaked at $3.67M in Q4 2021. 3,201 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • RGT Wealth Advisors held 7,859 shares of Home Depot worth $2.17M as of Q3 2022.
  • RGT Wealth Advisors sold 274 Home Depot shares in Q3 2022, an estimated $80.9K.
  • Home Depot made up 0.35% of RGT Wealth Advisors's portfolio in Q3 2022, its #17 holding.
  • RGT Wealth Advisors first reported a position in Home Depot in Q3 2016 and has held it in 19 quarters since.
  • RGT Wealth Advisors's Home Depot position peaked at $3.67M in Q4 2021.
  • 3,201 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.