Roth Financial Partners’s Home Depot HD Stock Holding History

Roth Financial Partners’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 Q1	–	Sell	-245	Closed	-$102K	–	33
2021 Q4	$102K	Buy	+245	New	+$93.3K	0.07%	26

Other funds holding HD

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Roth Financial Partners's HD Position: Q1 2022 in Review

Roth Financial Partners sold out of Home Depot (HD) in Q1 2022, closing a stake of 245 shares — an estimated $102K sold.

Roth Financial Partners first reported a position in HD in Q4 2021 and held it in 1 quarter. The position peaked at $102K in Q4 2021. 3,248 funds tracked by Wall St. Rank hold HD as of Q1 2022.

Roth Financial Partners reported no remaining Home Depot position as of Q1 2022 after selling out during the quarter.
Roth Financial Partners sold 245 Home Depot shares in Q1 2022, an estimated $102K.
Roth Financial Partners first reported a position in Home Depot in Q4 2021 and held it in 1 quarter.
Roth Financial Partners's Home Depot position peaked at $102K in Q4 2021.
3,248 funds tracked by Wall St. Rank held Home Depot as of Q1 2022.

Based on Roth Financial Partners's 13F filing for Q1 2022, filed 14 Apr 2022.