SYSTM Wealth Solutions’s Home Depot HD Stock Holding History

SYSTM Wealth Solutions’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
2024 Q3	$135K	Sell	332 -21,639	-98%	-$7.89M	4.08%	11
2024 Q2	$7.56M	Sell	21,971 -5,122	-19%	-$1.75M	1.69%	7
2024 Q1	$10.4M	Buy	27,093 +457	+2%	+$167K	1.31%	7
2023 Q4	$9.23M	Sell	26,636 -597	-2%	-$185K	1.28%	9
2023 Q3	$8.23M	Buy	27,233 +1,531	+6%	+$492K	1.26%	10
2023 Q2	$7.98M	Buy	25,702 +1,078	+4%	+$318K	1.08%	12
2023 Q1	$7.27M	Sell	24,624 -1,634	-6%	-$501K	1.12%	14
2022 Q4	$8.29M	Buy	+26,258	New	+$8M	1.03%	14

Other funds holding HD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

SYSTM Wealth Solutions's HD Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Home Depot (HD) stake by 98% in Q3 2024, selling an estimated $7.89M and leaving 332 shares worth $135K. The position accounts for 4.08% of the portfolio, ranked #11.

SYSTM Wealth Solutions first reported a position in HD in Q4 2022 and has held it in 8 quarters since. The position peaked at $10.4M in Q1 2024. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

SYSTM Wealth Solutions held 332 shares of Home Depot worth $135K as of Q3 2024.
SYSTM Wealth Solutions sold 21,639 Home Depot shares in Q3 2024, an estimated $7.89M.
Home Depot made up 4.08% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #11 holding.
SYSTM Wealth Solutions first reported a position in Home Depot in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Home Depot position peaked at $10.4M in Q1 2024.
3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.