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AXS Investments’s Dream Finders Homes DFH Stock Holding History

AXS Investments’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,750,944
Closed -$47.7M – 185
2021
Q3 		$47.7M Buy
+2,750,944
New +$57.3M 17.88% 1

Other funds holding DFH

ACP
Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AXS Investments's DFH Position: Q4 2021 in Review

AXS Investments sold out of Dream Finders Homes (DFH) in Q4 2021, closing a stake of 2,750,944 shares — an estimated $47.7M sold.

AXS Investments first reported a position in DFH in Q3 2021 and held it in 1 quarter. The position peaked at $47.7M in Q3 2021. 60 funds tracked by Wall St. Rank hold DFH as of Q4 2021.

  • AXS Investments reported no remaining Dream Finders Homes position as of Q4 2021 after selling out during the quarter.
  • AXS Investments sold 2,750,944 Dream Finders Homes shares in Q4 2021, an estimated $47.7M.
  • AXS Investments first reported a position in Dream Finders Homes in Q3 2021 and held it in 1 quarter.
  • AXS Investments's Dream Finders Homes position peaked at $47.7M in Q3 2021.
  • 60 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2021.

Based on AXS Investments's 13F filing for Q4 2021, filed 9 Feb 2022.