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Wipfli Financial Advisors’s Home Depot HD Stock Holding History

Wipfli Financial 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
2022
Q3 		$5.26M Buy
19,080
+15,825
+486% +$4.67M 0.37% 31
2022
Q2 		$893K Sell
3,255
-94
-3% -$27.8K 0.1% 40
2022
Q1 		$1M Buy
3,349
+2,718
+431% +$943K 0.1% 40
2021
Q4 		$262K Buy
+631
New +$240K 0.03% 40

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wipfli Financial Advisors's HD Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Home Depot (HD) stake by 486% in Q3 2022, buying an estimated $4.67M and bringing the position to 19,080 shares worth $5.26M. The position accounts for 0.37% of the portfolio, ranked #31.

Wipfli Financial Advisors first reported a position in HD in Q4 2021 and has held it in 4 quarters since. 3,201 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Wipfli Financial Advisors held 19,080 shares of Home Depot worth $5.26M as of Q3 2022.
  • Wipfli Financial Advisors bought 15,825 Home Depot shares in Q3 2022, an estimated $4.67M.
  • Home Depot made up 0.37% of Wipfli Financial Advisors's portfolio in Q3 2022, its #31 holding.
  • Wipfli Financial Advisors first reported a position in Home Depot in Q4 2021 and has held it in 4 quarters since.
  • 3,201 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.