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Cornerstone Advisory’s Dream Finders Homes DFH Stock Holding History

Cornerstone Advisory’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15
Closed – – 344
2021
Q4 		$0 Buy
+15
New +$261 ﹤0.01% 807

Other funds holding DFH

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ACP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cornerstone Advisory's DFH Position: Q1 2022 in Review

Cornerstone Advisory sold out of Dream Finders Homes (DFH) in Q1 2022, closing a stake of 15 shares.

Cornerstone Advisory first reported a position in DFH in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 81 funds tracked by Wall St. Rank hold DFH as of Q1 2022.

  • Cornerstone Advisory reported no remaining Dream Finders Homes position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 15 Dream Finders Homes shares in Q1 2022.
  • Cornerstone Advisory first reported a position in Dream Finders Homes in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Dream Finders Homes position peaked at $0 in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.