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

Avior 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
2025 Q1	–	Sell	-60	Closed	-$8.39K	–	1142
2024 Q4	$8.39K	Sell	60 -8	-12%	-$1.34K	﹤0.01%	1678
2024 Q3	$13K	Buy	68 +7	+11%	+$1.23K	﹤0.01%	1475
2024 Q2	$8.6K	Sell	61 -496	-89%	-$72.9K	﹤0.01%	1559
2024 Q1	$91.7K	Buy	557 +550	+7,857%	+$82.5K	﹤0.01%	1000
2023 Q4	$1.06K	Sell	7 -2	-22%	-$246	﹤0.01%	1369
2023 Q3	$967	Sell	9 -55	-86%	-$6.58K	﹤0.01%	1446
2023 Q2	$7.79K	Buy	64 +55	+611%	+$6.01K	﹤0.01%	1067
2023 Q1	$879	Hold	9	–	–	﹤0.01%	1468
2022 Q4	$802	Hold	9	–	–	﹤0.01%	1139
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1178
2022 Q2	$0	Hold	9	–	–	﹤0.01%	1097
2022 Q1	$0	Hold	9	–	–	﹤0.01%	1127
2021 Q4	$0	Sell	9 -5	-36%	-$482	﹤0.01%	1115
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	985
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	947
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	940
2020 Q4	$0	Hold	14	–	–	﹤0.01%	995
2020 Q3	$1K	Hold	14	–	–	﹤0.01%	862
2020 Q2	$0	Hold	14	–	–	﹤0.01%	913
2020 Q1	$0	Hold	14	–	–	﹤0.01%	798
2019 Q4	$0	Hold	14	–	–	﹤0.01%	800
2019 Q3	$0	Hold	14	–	–	﹤0.01%	796
2019 Q2	$1K	Buy	+14	New	+$620	﹤0.01%	769

Other funds holding DHI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's DHI Position: Q1 2025 in Review

Avior Wealth Management sold out of D.R. Horton (DHI) in Q1 2025, closing a stake of 60 shares — an estimated $8.39K sold.

Avior Wealth Management first reported a position in DHI in Q2 2019 and held it in 23 quarters. The position peaked at $91.7K in Q1 2024. 1,106 funds tracked by Wall St. Rank hold DHI as of Q1 2025.

Avior Wealth Management reported no remaining D.R. Horton position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 60 D.R. Horton shares in Q1 2025, an estimated $8.39K.
Avior Wealth Management first reported a position in D.R. Horton in Q2 2019 and held it in 23 quarters.
Avior Wealth Management's D.R. Horton position peaked at $91.7K in Q1 2024.
1,106 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.