Strategic Wealth Management Group’s Home Depot HD Stock Holding History

Strategic Wealth Management Group’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	$2.04M	Sell	6,395 -957	-13%	-$304K	0.74%	22
2021 Q1	$2.24M	Sell	7,352 -33	-0.4%	-$9.1K	0.86%	19
2020 Q4	$1.96M	Sell	7,385 -274	-4%	-$75.3K	0.85%	19
2020 Q3	$2.13M	Buy	7,659 +216	+3%	+$58.5K	1.03%	15
2020 Q2	$1.86M	Buy	7,443 +89	+1%	+$20.4K	1.1%	15
2020 Q1	$1.37M	Buy	7,354 +248	+3%	+$54.4K	1.02%	16
2019 Q4	$1.55M	Buy	7,106 +164	+2%	+$37.1K	1.01%	16
2019 Q3	$1.61M	Buy	6,942 +17	+0.2%	+$3.72K	1.16%	12
2019 Q2	$1.44M	Buy	6,925 +78	+1%	+$15.6K	1.1%	14
2019 Q1	$1.31M	Buy	6,847 +6	+0.1%	+$1.1K	1.08%	16
2018 Q4	$1.18M	Buy	+6,841	New	+$1.23M	1.13%	13

Other funds holding HD

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Management Group's HD Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Home Depot (HD) stake by 13% in Q2 2021, selling an estimated $304K and leaving 6,395 shares worth $2.04M. The position accounts for 0.74% of the portfolio, ranked #22.

Strategic Wealth Management Group first reported a position in HD in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.24M in Q1 2021. 2,932 funds tracked by Wall St. Rank hold HD as of Q2 2021.

Strategic Wealth Management Group held 6,395 shares of Home Depot worth $2.04M as of Q2 2021.
Strategic Wealth Management Group sold 957 Home Depot shares in Q2 2021, an estimated $304K.
Home Depot made up 0.74% of Strategic Wealth Management Group's portfolio in Q2 2021, its #22 holding.
Strategic Wealth Management Group first reported a position in Home Depot in Q4 2018 and has held it in 11 quarters since.
Strategic Wealth Management Group's Home Depot position peaked at $2.24M in Q1 2021.
2,932 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.