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Carolina Wealth Advisors’s D.R. Horton DHI Stock Holding History

Carolina Wealth Advisors’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
-30
Closed -$5.72K – 311
2024
Q3 		$5.72K Hold
30
– – ﹤0.01% 218
2024
Q2 		$4.23K Hold
30
– – ﹤0.01% 170
2024
Q1 		$4.94K Buy
+30
New +$4.5K ﹤0.01% 175
2023
Q1 		– Sell
-6,649
Closed -$593K – 281
2022
Q4 		$593K Buy
6,649
+733
+12% +$58.8K 0.37% 31
2022
Q3 		$398K Buy
5,916
+588
+11% +$43.3K 0.31% 36
2022
Q2 		$353K Buy
5,328
+2,827
+113% +$199K 0.23% 42
2022
Q1 		$186K Buy
2,501
+218
+10% +$18.9K 0.12% 85
2021
Q4 		$248K Buy
2,283
+519
+29% +$50K 0.14% 61
2021
Q3 		$148K Buy
1,764
+304
+21% +$28K 0.1% 88
2021
Q2 		$132K Buy
1,460
+328
+29% +$30.8K 0.09% 87
2021
Q1 		$101K Buy
+1,132
New +$88.6K 0.07% 92

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

Carolina Wealth Advisors's DHI Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 30 shares — an estimated $5.72K sold.

Carolina Wealth Advisors first reported a position in DHI in Q1 2021 and held it in 11 quarters. The position peaked at $593K in Q4 2022. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 30 D.R. Horton shares in Q4 2024, an estimated $5.72K.
  • Carolina Wealth Advisors first reported a position in D.R. Horton in Q1 2021 and held it in 11 quarters.
  • Carolina Wealth Advisors's D.R. Horton position peaked at $593K in Q4 2022.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.