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Sound View Wealth Advisors’s Home Depot HD Stock Holding History

Sound View 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
2019
Q1 		$5.45M Sell
28,420
-128
-0.4% -$23.5K 1.71% 9
2018
Q4 		$4.91M Buy
+28,548
New +$5.12M 1.78% 9

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

Sound View Wealth Advisors's HD Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Home Depot (HD) stake by 0.45% in Q1 2019, selling an estimated $23.5K and leaving 28,420 shares worth $5.45M. The position accounts for 1.71% of the portfolio, ranked #9.

Sound View Wealth Advisors first reported a position in HD in Q4 2018 and has held it in 2 quarters since. 2,290 funds tracked by Wall St. Rank hold HD as of Q1 2019.

  • Sound View Wealth Advisors held 28,420 shares of Home Depot worth $5.45M as of Q1 2019.
  • Sound View Wealth Advisors sold 128 Home Depot shares in Q1 2019, an estimated $23.5K.
  • Home Depot made up 1.71% of Sound View Wealth Advisors's portfolio in Q1 2019, its #9 holding.
  • Sound View Wealth Advisors first reported a position in Home Depot in Q4 2018 and has held it in 2 quarters since.
  • 2,290 funds tracked by Wall St. Rank held Home Depot as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.