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Vontobel Swiss Wealth Advisors’s Home Depot HD Stock Holding History

Vontobel Swiss 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
2021
Q2 		$783K Buy
2,490
+581
+30% +$185K 0.4% 36
2021
Q1 		$583K Sell
1,909
-1,686
-47% -$465K 0.33% 40
2020
Q4 		$955K Sell
3,595
-80
-2% -$22K 0.54% 35
2020
Q3 		$1.02M Sell
3,675
-77
-2% -$20.9K 0.71% 31
2020
Q2 		$940K Sell
3,752
-450
-11% -$103K 0.62% 37
2020
Q1 		$785K Sell
4,202
-3,748
-47% -$823K 0.6% 41
2019
Q4 		$1.74M Sell
7,950
-3,945
-33% -$893K 1.14% 30
2019
Q3 		$2.76M Sell
11,895
-1,480
-11% -$324K 1.78% 23
2019
Q2 		$2.78M Buy
13,375
+11,844
+774% +$2.36M 1.49% 28
2019
Q1 		$294K Sell
1,531
-6,928
-82% -$1.27M 0.32% 43
2018
Q4 		$1.45M Sell
8,459
-428
-5% -$76.8K 1.08% 34
2018
Q3 		$1.83M Sell
8,887
-363
-4% -$73.1K 1.07% 32
2018
Q2 		$1.8M Sell
9,250
-532
-5% -$99.4K 1.02% 31
2018
Q1 		$1.74M Sell
9,782
-4,103
-30% -$770K 0.92% 37
2017
Q4 		$2.63M Sell
13,885
-403
-3% -$69.6K 1.55% 18
2017
Q3 		$2.33M Buy
14,288
+509
+4% +$78K 1.42% 19
2017
Q2 		$2.11M Buy
13,779
+823
+6% +$126K 1.34% 20
2017
Q1 		$1.9M Buy
12,956
+327
+3% +$46.4K 1.03% 29
2016
Q4 		$1.69M Buy
12,629
+4,165
+49% +$537K 1.04% 33
2016
Q3 		$1.09M Sell
8,464
-3,505
-29% -$467K 0.58% 41
2016
Q2 		$1.38M Buy
11,969
+3,191
+36% +$422K 0.82% 41
2016
Q1 		$1.17M Buy
+8,778
New +$1.09M 0.62% 42

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's HD Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Home Depot (HD) stake by 30% in Q2 2021, buying an estimated $185K and bringing the position to 2,490 shares worth $783K. The position accounts for 0.4% of the portfolio, ranked #36.

Vontobel Swiss Wealth Advisors first reported a position in HD in Q1 2016 and has held it in 22 quarters since. The position peaked at $2.78M in Q2 2019. 2,932 funds tracked by Wall St. Rank hold HD as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 2,490 shares of Home Depot worth $783K as of Q2 2021.
  • Vontobel Swiss Wealth Advisors bought 581 Home Depot shares in Q2 2021, an estimated $185K.
  • Home Depot made up 0.4% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #36 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in Home Depot in Q1 2016 and has held it in 22 quarters since.
  • Vontobel Swiss Wealth Advisors's Home Depot position peaked at $2.78M in Q2 2019.
  • 2,932 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.