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Wealth Advisors’s Home Depot HD Stock Holding History

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
2023
Q3 		$3.42M Hold
11,320
– – 1.53% 14
2023
Q2 		$3.59M Sell
11,320
-7
-0.1% -$2.07K 1.53% 14
2023
Q1 		$3.33M Sell
11,327
-5
-0% -$1.53K 1.58% 15
2022
Q4 		$3.58M Buy
11,332
+15
+0.1% +$4.57K 1.9% 14
2022
Q3 		$3.12M Sell
11,317
-125
-1% -$36.9K 1.59% 14
2022
Q2 		$3.14M Sell
11,442
-120
-1% -$35.4K 1.52% 14
2022
Q1 		$3.46M Hold
11,562
– – 1.25% 16
2021
Q4 		$4.8M Hold
11,562
– – 1.66% 15
2021
Q3 		$3.77M Hold
11,562
– – 1.48% 16
2021
Q2 		$3.76M Hold
11,562
– – 1.37% 17
2021
Q1 		$3.75M Hold
11,562
– – 1.49% 17
2020
Q4 		$3.07M Buy
11,562
+997
+9% +$274K 1.35% 17
2020
Q3 		$3.01M Hold
10,565
– – 1.4% 16
2020
Q2 		$2.64M Hold
10,565
– – 1.4% 16
2020
Q1 		$2.11M Buy
10,565
+7,000
+196% +$1.54M 1.4% 17
2019
Q4 		$870K Buy
+3,565
New +$807K 0.5% 30

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Advisors's HD Position: Q3 2023 in Review

Wealth Advisors held its Home Depot (HD) position steady in Q3 2023 at 11,320 shares worth $3.42M. The position accounts for 1.53% of the portfolio, ranked #14.

Wealth Advisors first reported a position in HD in Q4 2019 and has held it in 16 quarters since. The position peaked at $4.8M in Q4 2021. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • Wealth Advisors held 11,320 shares of Home Depot worth $3.42M as of Q3 2023.
  • Wealth Advisors left its Home Depot share count unchanged in Q3 2023.
  • Home Depot made up 1.53% of Wealth Advisors's portfolio in Q3 2023, its #14 holding.
  • Wealth Advisors first reported a position in Home Depot in Q4 2019 and has held it in 16 quarters since.
  • Wealth Advisors's Home Depot position peaked at $4.8M in Q4 2021.
  • 3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.