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Strategic Wealth Management’s Home Depot HD Stock Holding History

Strategic 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
2021
Q4 		$1.97M Hold
4,743
– – 0.97% 38
2021
Q3 		$1.56M Buy
4,743
+167
+4% +$54.8K 0.81% 43
2021
Q2 		$1.46M Buy
4,576
+72
+2% +$22.9K 0.79% 44
2021
Q1 		$1.38M Hold
4,504
– – 0.82% 40
2020
Q4 		$1.2M Buy
4,504
+200
+5% +$55K 0.73% 44
2020
Q3 		$1.2M Buy
4,304
+2,274
+112% +$616K 0.89% 43
2020
Q2 		$509K Buy
+2,030
New +$465K 0.47% 38

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Strategic Wealth Management's HD Position: Q4 2021 in Review

Strategic Wealth Management held its Home Depot (HD) position steady in Q4 2021 at 4,743 shares worth $1.97M. The position accounts for 0.97% of the portfolio, ranked #38.

Strategic Wealth Management first reported a position in HD in Q2 2020 and has held it in 7 quarters since. 3,340 funds tracked by Wall St. Rank hold HD as of Q4 2021.

  • Strategic Wealth Management held 4,743 shares of Home Depot worth $1.97M as of Q4 2021.
  • Strategic Wealth Management left its Home Depot share count unchanged in Q4 2021.
  • Home Depot made up 0.97% of Strategic Wealth Management's portfolio in Q4 2021, its #38 holding.
  • Strategic Wealth Management first reported a position in Home Depot in Q2 2020 and has held it in 7 quarters since.
  • 3,340 funds tracked by Wall St. Rank held Home Depot as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.