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BDO Wealth Advisors’s LGI Homes LGIH Stock Holding History

BDO Wealth Advisors’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7
Closed -$1K – 1088
2022
Q2 		$1K Hold
7
– – ﹤0.01% 988
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1003
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1029
2021
Q3 		$1K Hold
7
– – ﹤0.01% 1008
2021
Q2 		$1K Hold
7
– – ﹤0.01% 1056
2021
Q1 		$1K Hold
7
– – ﹤0.01% 1083
2020
Q4 		$1K Hold
7
– – ﹤0.01% 859
2020
Q3 		$1K Buy
+7
New +$774 ﹤0.01% 786

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

BDO Wealth Advisors's LGIH Position: Q3 2022 in Review

BDO Wealth Advisors sold out of LGI Homes (LGIH) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in LGIH in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q2 2022. 219 funds tracked by Wall St. Rank hold LGIH as of Q3 2022.

  • BDO Wealth Advisors reported no remaining LGI Homes position as of Q3 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 7 LGI Homes shares in Q3 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in LGI Homes in Q3 2020 and held it in 8 quarters.
  • BDO Wealth Advisors's LGI Homes position peaked at $1K in Q2 2022.
  • 219 funds tracked by Wall St. Rank held LGI Homes as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.