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Core Wealth Advisors (Florida)’s D.R. Horton DHI Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-100
Closed -$16.5K – 101
2024
Q1 		$16.5K Hold
100
– – 0.01% 154
2023
Q4 		$15.2K Hold
100
– – 0.01% 154
2023
Q3 		$10.7K Hold
100
– – ﹤0.01% 152
2023
Q2 		$12.2K Hold
100
– – ﹤0.01% 143
2023
Q1 		$9.77K Hold
100
– – ﹤0.01% 155
2022
Q4 		$8.91K Hold
100
– – ﹤0.01% 171
2022
Q3 		$7K Hold
100
– – ﹤0.01% 155
2022
Q2 		$7K Hold
100
– – ﹤0.01% 158
2022
Q1 		$7K Buy
+100
New +$8.67K ﹤0.01% 156

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DHI Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of D.R. Horton (DHI) in Q2 2024, closing a stake of 100 shares — an estimated $16.5K sold.

Core Wealth Advisors (Florida) first reported a position in DHI in Q1 2022 and held it in 9 quarters. The position peaked at $16.5K in Q1 2024. 1,076 funds tracked by Wall St. Rank hold DHI as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining D.R. Horton position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 100 D.R. Horton shares in Q2 2024, an estimated $16.5K.
  • Core Wealth Advisors (Florida) first reported a position in D.R. Horton in Q1 2022 and held it in 9 quarters.
  • Core Wealth Advisors (Florida)'s D.R. Horton position peaked at $16.5K in Q1 2024.
  • 1,076 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.