TWM
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Trinity Wealth Management’s Home Depot HD Stock Holding History

Trinity 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
2023
Q2 		– Sell
-765
Closed -$226K – 44
2023
Q1 		$226K Hold
765
– – 0.15% 38
2022
Q4 		$242K Buy
+765
New +$233K 0.17% 37

Other funds holding HD

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trinity Wealth Management's HD Position: Q2 2023 in Review

Trinity Wealth Management sold out of Home Depot (HD) in Q2 2023, closing a stake of 765 shares — an estimated $226K sold.

Trinity Wealth Management first reported a position in HD in Q4 2022 and held it in 2 quarters. The position peaked at $242K in Q4 2022. 3,311 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • Trinity Wealth Management reported no remaining Home Depot position as of Q2 2023 after selling out during the quarter.
  • Trinity Wealth Management sold 765 Home Depot shares in Q2 2023, an estimated $226K.
  • Trinity Wealth Management first reported a position in Home Depot in Q4 2022 and held it in 2 quarters.
  • Trinity Wealth Management's Home Depot position peaked at $242K in Q4 2022.
  • 3,311 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Trinity Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.