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AllSquare Wealth Management’s D.R. Horton DHI Stock Holding History

AllSquare Wealth Management’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-692
Closed -$61.7K – 560
2022
Q4 		$61.7K Hold
692
– – 0.04% 180
2022
Q3 		$47K Hold
692
– – 0.03% 192
2022
Q2 		$46K Hold
692
– – 0.03% 204
2022
Q1 		$52K Buy
692
+96
+16% +$8.32K 0.03% 222
2021
Q4 		$65K Sell
596
-108
-15% -$10.4K 0.04% 189
2021
Q3 		$59K Buy
704
+111
+19% +$10.2K 0.04% 203
2021
Q2 		$54K Sell
593
-19
-3% -$1.78K 0.03% 223
2021
Q1 		$55K Sell
612
-99
-14% -$7.75K 0.03% 214
2020
Q4 		$49K Hold
711
– – 0.03% 204
2020
Q3 		$54K Hold
711
– – 0.04% 180
2020
Q2 		$39K Sell
711
-211
-23% -$10.2K 0.03% 211
2020
Q1 		$31K Buy
922
+115
+14% +$5.97K 0.03% 201
2019
Q4 		$43K Sell
807
-219
-21% -$11.7K 0.03% 197
2019
Q3 		$54K Sell
1,026
-129
-11% -$6.16K 0.04% 177
2019
Q2 		$50K Hold
1,155
– – 0.04% 188
2019
Q1 		$48K Hold
1,155
– – 0.04% 191
2018
Q4 		$40K Buy
1,155
+459
+66% +$16.7K 0.03% 190
2018
Q3 		$29K Sell
696
-144
-17% -$6.23K 0.02% 234
2018
Q2 		$34K Buy
840
+81
+11% +$3.5K 0.03% 216
2018
Q1 		$33K Sell
759
-18
-2% -$840 0.03% 187
2017
Q4 		$40K Sell
777
-37
-5% -$1.72K 0.03% 161
2017
Q3 		$33K Buy
+814
New +$29.7K 0.03% 172
2017
Q2 		– Sell
-949
Closed -$32K – 208
2017
Q1 		$32K Buy
+949
New +$29.4K 0.03% 165

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

AllSquare Wealth Management's DHI Position: Q1 2023 in Review

AllSquare Wealth Management sold out of D.R. Horton (DHI) in Q1 2023, closing a stake of 692 shares — an estimated $61.7K sold.

AllSquare Wealth Management first reported a position in DHI in Q1 2017 and held it in 23 quarters. The position peaked at $65K in Q4 2021. 868 funds tracked by Wall St. Rank hold DHI as of Q1 2023.

  • AllSquare Wealth Management reported no remaining D.R. Horton position as of Q1 2023 after selling out during the quarter.
  • AllSquare Wealth Management sold 692 D.R. Horton shares in Q1 2023, an estimated $61.7K.
  • AllSquare Wealth Management first reported a position in D.R. Horton in Q1 2017 and held it in 23 quarters.
  • AllSquare Wealth Management's D.R. Horton position peaked at $65K in Q4 2021.
  • 868 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2023.

Based on AllSquare Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.