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ShoreHaven Wealth Partners’s Home Depot HD Stock Holding History

ShoreHaven Wealth 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
2021
Q2 		– Sell
-35
Closed -$11K – 137
2021
Q1 		$11K Hold
35
– – 0.01% 195
2020
Q4 		$9K Buy
+35
New +$9.62K 0.01% 176

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ShoreHaven Wealth Partners's HD Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Home Depot (HD) in Q2 2021, closing a stake of 35 shares — an estimated $11K sold.

ShoreHaven Wealth Partners first reported a position in HD in Q4 2020 and held it in 2 quarters. The position peaked at $11K in Q1 2021. 2,936 funds tracked by Wall St. Rank hold HD as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Home Depot position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 35 Home Depot shares in Q2 2021, an estimated $11K.
  • ShoreHaven Wealth Partners first reported a position in Home Depot in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Home Depot position peaked at $11K in Q1 2021.
  • 2,936 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.