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Capital Wealth Planning’s D.R. Horton DHI Stock Holding History

Capital Wealth Planning’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
2023
Q3 		– Sell
-4,893
Closed -$595K – 143
2023
Q2 		$595K Sell
4,893
-271
-5% -$29.6K 0.01% 80
2023
Q1 		$504K Buy
+5,164
New +$492K 0.01% 87

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Wealth Planning's DHI Position: Q3 2023 in Review

Capital Wealth Planning sold out of D.R. Horton (DHI) in Q3 2023, closing a stake of 4,893 shares — an estimated $595K sold.

Capital Wealth Planning first reported a position in DHI in Q1 2023 and held it in 2 quarters. The position peaked at $595K in Q2 2023. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

  • Capital Wealth Planning reported no remaining D.R. Horton position as of Q3 2023 after selling out during the quarter.
  • Capital Wealth Planning sold 4,893 D.R. Horton shares in Q3 2023, an estimated $595K.
  • Capital Wealth Planning first reported a position in D.R. Horton in Q1 2023 and held it in 2 quarters.
  • Capital Wealth Planning's D.R. Horton position peaked at $595K in Q2 2023.
  • 949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Capital Wealth Planning's 13F filing for Q3 2023, filed 6 Nov 2023.