SWM
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Sequoia Wealth Management’s Home Depot HD Stock Holding History

Sequoia Wealth Management’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
2019
Q2 		– Sell
-1,149
Closed -$223K – 64
2019
Q1 		$223K Buy
+1,149
New +$211K 0.18% 69
2018
Q4 		– Sell
-1,101
Closed -$228K – 65
2018
Q3 		$228K Buy
+1,101
New +$222K 0.2% 56
2018
Q1 		– Sell
-1,081
Closed -$206K – 61
2017
Q4 		$206K Buy
+1,081
New +$187K 0.19% 57

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sequoia Wealth Management's HD Position: Q2 2019 in Review

Sequoia Wealth Management sold out of Home Depot (HD) in Q2 2019, closing a stake of 1,149 shares — an estimated $223K sold.

Sequoia Wealth Management first reported a position in HD in Q4 2017 and held it in 3 quarters. The position peaked at $228K in Q3 2018. 2,293 funds tracked by Wall St. Rank hold HD as of Q2 2019.

  • Sequoia Wealth Management reported no remaining Home Depot position as of Q2 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 1,149 Home Depot shares in Q2 2019, an estimated $223K.
  • Sequoia Wealth Management first reported a position in Home Depot in Q4 2017 and held it in 3 quarters.
  • Sequoia Wealth Management's Home Depot position peaked at $228K in Q3 2018.
  • 2,293 funds tracked by Wall St. Rank held Home Depot as of Q2 2019.

Based on Sequoia Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.