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

Curi 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
2022
Q3 		– Sell
-5
Closed – – 319
2022
Q2 		$0 Hold
5
– – ﹤0.01% 647
2022
Q1 		$0 Hold
5
– – ﹤0.01% 541
2021
Q4 		$0 Buy
+5
New +$482 ﹤0.01% 510
2021
Q1 		– Sell
-5
Closed – – 201
2020
Q4 		$0 Buy
+5
New +$365 ﹤0.01% 418

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Curi Wealth Management's DHI Position: Q3 2022 in Review

Curi Wealth Management sold out of D.R. Horton (DHI) in Q3 2022, closing a stake of 5 shares.

Curi Wealth Management first reported a position in DHI in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 823 funds tracked by Wall St. Rank hold DHI as of Q3 2022.

  • Curi Wealth Management reported no remaining D.R. Horton position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 5 D.R. Horton shares in Q3 2022.
  • Curi Wealth Management first reported a position in D.R. Horton in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's D.R. Horton position peaked at $0 in Q2 2022.
  • 823 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.