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Beacon Investment Advisory Services’s D.R. Horton DHI Stock Holding History

Beacon Investment Advisory Services’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
Q3 		– Sell
-1,750
Closed -$247K – 258
2024
Q2 		$247K Hold
1,750
– – 0.01% 236
2024
Q1 		$288K Buy
+1,750
New +$262K 0.01% 228

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Beacon Investment Advisory Services's DHI Position: Q3 2024 in Review

Beacon Investment Advisory Services sold out of D.R. Horton (DHI) in Q3 2024, closing a stake of 1,750 shares — an estimated $247K sold.

Beacon Investment Advisory Services first reported a position in DHI in Q1 2024 and held it in 2 quarters. The position peaked at $288K in Q1 2024. 1,194 funds tracked by Wall St. Rank hold DHI as of Q3 2024.

  • Beacon Investment Advisory Services reported no remaining D.R. Horton position as of Q3 2024 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 1,750 D.R. Horton shares in Q3 2024, an estimated $247K.
  • Beacon Investment Advisory Services first reported a position in D.R. Horton in Q1 2024 and held it in 2 quarters.
  • Beacon Investment Advisory Services's D.R. Horton position peaked at $288K in Q1 2024.
  • 1,194 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2024.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.