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Blue Bell Private Wealth Management’s D.R. Horton DHI Stock Holding History

Blue Bell Private 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
2022
Q3 		– Sell
-151
Closed -$10K – 766
2022
Q2 		$10K Hold
151
– – ﹤0.01% 382
2022
Q1 		$11K Hold
151
– – ﹤0.01% 397
2021
Q4 		$16K Buy
+151
New +$14.5K ﹤0.01% 330

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Blue Bell Private Wealth Management's DHI Position: Q3 2022 in Review

Blue Bell Private Wealth Management sold out of D.R. Horton (DHI) in Q3 2022, closing a stake of 151 shares — an estimated $10K sold.

Blue Bell Private Wealth Management first reported a position in DHI in Q4 2021 and held it in 3 quarters. The position peaked at $16K in Q4 2021. 823 funds tracked by Wall St. Rank hold DHI as of Q3 2022.

  • Blue Bell Private Wealth Management reported no remaining D.R. Horton position as of Q3 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 151 D.R. Horton shares in Q3 2022, an estimated $10K.
  • Blue Bell Private Wealth Management first reported a position in D.R. Horton in Q4 2021 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's D.R. Horton position peaked at $16K in Q4 2021.
  • 823 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2022, filed 9 Nov 2022.