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Balboa Wealth Partners’s D.R. Horton DHI Stock Holding History

Balboa Wealth Partners’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
2024
Q4 		– Sell
-1,155
Closed -$220K – 356
2024
Q3 		$220K Buy
+1,155
New +$203K 0.05% 250

Other funds holding DHI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Balboa Wealth Partners's DHI Position: Q4 2024 in Review

Balboa Wealth Partners sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,155 shares — an estimated $220K sold.

Balboa Wealth Partners first reported a position in DHI in Q3 2024 and held it in 1 quarter. The position peaked at $220K in Q3 2024. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Balboa Wealth Partners reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,155 D.R. Horton shares in Q4 2024, an estimated $220K.
  • Balboa Wealth Partners first reported a position in D.R. Horton in Q3 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's D.R. Horton position peaked at $220K in Q3 2024.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.