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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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