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Strata Wealth Advisors’s Home Depot HD Stock Holding History

Strata 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
2023
Q1 		$1.4M Sell
4,750
-398
-8% -$122K 0.72% 16
2022
Q4 		$1.63M Buy
+5,148
New +$1.57M 0.9% 14

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strata Wealth Advisors's HD Position: Q1 2023 in Review

Strata Wealth Advisors reduced its Home Depot (HD) stake by 7.7% in Q1 2023, selling an estimated $122K and leaving 4,750 shares worth $1.4M. The position accounts for 0.72% of the portfolio, ranked #16.

Strata Wealth Advisors first reported a position in HD in Q4 2022 and has held it in 2 quarters since. The position peaked at $1.63M in Q4 2022. 3,289 funds tracked by Wall St. Rank hold HD as of Q1 2023.

  • Strata Wealth Advisors held 4,750 shares of Home Depot worth $1.4M as of Q1 2023.
  • Strata Wealth Advisors sold 398 Home Depot shares in Q1 2023, an estimated $122K.
  • Home Depot made up 0.72% of Strata Wealth Advisors's portfolio in Q1 2023, its #16 holding.
  • Strata Wealth Advisors first reported a position in Home Depot in Q4 2022 and has held it in 2 quarters since.
  • Strata Wealth Advisors's Home Depot position peaked at $1.63M in Q4 2022.
  • 3,289 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Strata Wealth Advisors's 13F filing for Q1 2023, filed 10 May 2023.