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Wealthspire Advisors (Maryland)’s Home Depot HD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$3.96M Sell
14,249
-352
-2% -$95.3K 0.14% 80
2020
Q2 		$3.66M Sell
14,601
-927
-6% -$212K 0.26% 60
2020
Q1 		$2.9M Sell
15,528
-665
-4% -$146K 0.25% 58
2019
Q4 		$3.54M Buy
16,193
+604
+4% +$137K 0.24% 67
2019
Q3 		$3.62M Sell
15,589
-6
-0% -$1.31K 0.26% 64
2019
Q2 		$3.24M Sell
15,595
-115
-0.7% -$22.9K 0.24% 66
2019
Q1 		$3.02M Sell
15,710
-468
-3% -$85.8K 0.23% 68
2018
Q4 		$2.78M Buy
16,178
+252
+2% +$45.2K 0.25% 61
2018
Q3 		$3.3M Buy
15,926
+75
+0.5% +$15.1K 0.27% 55
2018
Q2 		$3.09M Sell
15,851
-117
-0.7% -$21.9K 0.28% 56
2018
Q1 		$2.85M Sell
15,968
-293
-2% -$55K 0.27% 60
2017
Q4 		$3.08M Buy
16,261
+705
+5% +$122K 0.3% 56
2017
Q3 		$2.54M Buy
15,556
+349
+2% +$53.5K 0.28% 60
2017
Q2 		$2.33M Buy
15,207
+2,509
+20% +$385K 0.28% 64
2017
Q1 		$1.86M Buy
12,698
+233
+2% +$33K 0.27% 58
2016
Q4 		$1.67M Sell
12,465
-627
-5% -$80.8K 0.25% 62
2016
Q3 		$1.69M Buy
13,092
+412
+3% +$54.9K 0.26% 60
2016
Q2 		$1.62M Sell
12,680
-153
-1% -$20.2K 0.27% 63
2016
Q1 		$1.71M Buy
12,833
+844
+7% +$105K 0.3% 56
2015
Q4 		$1.59M Buy
+11,989
New +$1.53M 0.3% 59

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Home Depot (HD) stake by 2.4% in Q3 2020, selling an estimated $95.3K and leaving 14,249 shares worth $3.96M. The position accounts for 0.14% of the portfolio, ranked #80.

Wealthspire Advisors (Maryland) first reported a position in HD in Q4 2015 and has held it in 20 quarters since. 2,671 funds tracked by Wall St. Rank hold HD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 14,249 shares of Home Depot worth $3.96M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 352 Home Depot shares in Q3 2020, an estimated $95.3K.
  • Home Depot made up 0.14% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #80 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Home Depot in Q4 2015 and has held it in 20 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Home Depot as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.