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Wealthstreet Investment Advisors’s Home Depot HD Stock Holding History

Wealthstreet Investment 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 		– Sell
-22,572
Closed -$6.89M – 189
2021
Q1 		$6.89M Buy
22,572
+76
+0.3% +$20.9K 0.67% 35
2020
Q4 		$5.97M Hold
22,496
– – 0.6% 39
2020
Q3 		$6.25M Buy
22,496
+603
+3% +$163K 0.7% 34
2020
Q2 		$5.48M Buy
21,893
+100
+0.5% +$22.9K 0.67% 39
2020
Q1 		$4.07M Sell
21,793
-3
-0% -$659 0.6% 43
2019
Q4 		$4.76M Hold
21,796
– – 0.56% 48
2019
Q3 		$5.1M Hold
21,796
– – 0.65% 42
2019
Q2 		$4.53M Buy
21,796
+1,494
+7% +$298K 0.59% 46
2019
Q1 		$3.9M Sell
20,302
-1,825
-8% -$335K 0.51% 55
2018
Q4 		$3.98M Sell
22,127
-460
-2% -$82.5K 0.56% 50
2018
Q3 		$4.68M Sell
22,587
-152
-0.7% -$30.6K 0.58% 50
2018
Q2 		$4.44M Sell
22,739
-875
-4% -$163K 0.59% 49
2018
Q1 		$4.21M Buy
23,614
+21
+0.1% +$3.94K 0.53% 52
2017
Q4 		$4.47M Buy
+23,593
New +$4.07M 0.54% 53

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's HD Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Home Depot (HD) in Q2 2021, closing a stake of 22,572 shares — an estimated $6.89M sold.

Wealthstreet Investment Advisors first reported a position in HD in Q4 2017 and held it in 14 quarters. The position peaked at $6.89M in Q1 2021. 2,934 funds tracked by Wall St. Rank hold HD as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Home Depot position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 22,572 Home Depot shares in Q2 2021, an estimated $6.89M.
  • Wealthstreet Investment Advisors first reported a position in Home Depot in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Home Depot position peaked at $6.89M in Q1 2021.
  • 2,934 funds tracked by Wall St. Rank held Home Depot as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.