Copia Wealth Management’s D.R. Horton DHI Stock Holding History

Copia 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
2025 Q1	–	Sell	-171	Closed	-$23.9K	–	459
2024 Q4	$23.9K	Buy	+171	New	+$28.6K	0.02%	195

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Copia Wealth Management's DHI Position: Q1 2025 in Review

Copia Wealth Management sold out of D.R. Horton (DHI) in Q1 2025, closing a stake of 171 shares — an estimated $23.9K sold.

Copia Wealth Management first reported a position in DHI in Q4 2024 and held it in 1 quarter. The position peaked at $23.9K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold DHI as of Q1 2025.

Copia Wealth Management reported no remaining D.R. Horton position as of Q1 2025 after selling out during the quarter.
Copia Wealth Management sold 171 D.R. Horton shares in Q1 2025, an estimated $23.9K.
Copia Wealth Management first reported a position in D.R. Horton in Q4 2024 and held it in 1 quarter.
Copia Wealth Management's D.R. Horton position peaked at $23.9K in Q4 2024.
1,104 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.