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Confluence Wealth Services’s D.R. Horton DHI Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-343
Closed -$37K – 445
2021
Q4 		$37K Buy
+343
New +$33K 0.01% 547

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Confluence Wealth Services's DHI Position: Q1 2022 in Review

Confluence Wealth Services sold out of D.R. Horton (DHI) in Q1 2022, closing a stake of 343 shares — an estimated $37K sold.

Confluence Wealth Services first reported a position in DHI in Q4 2021 and held it in 1 quarter. The position peaked at $37K in Q4 2021. 903 funds tracked by Wall St. Rank hold DHI as of Q1 2022.

  • Confluence Wealth Services reported no remaining D.R. Horton position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 343 D.R. Horton shares in Q1 2022, an estimated $37K.
  • Confluence Wealth Services first reported a position in D.R. Horton in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's D.R. Horton position peaked at $37K in Q4 2021.
  • 903 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.