CWP
DHI icon

Cyndeo Wealth Partners’s D.R. Horton DHI Stock Holding History

Cyndeo Wealth Partners’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
Q3 		– Sell
-15,946
Closed -$2.25M – 452
2024
Q2 		$2.25M Buy
15,946
+270
+2% +$39.7K 0.18% 149
2024
Q1 		$2.58M Buy
15,676
+2,880
+23% +$432K 0.21% 132
2023
Q4 		$1.94M Sell
12,796
-75
-0.6% -$9.23K 0.18% 144
2023
Q3 		$1.38M Sell
12,871
-6,517
-34% -$780K 0.14% 156
2023
Q2 		$2.36M Sell
19,388
-608
-3% -$66.5K 0.25% 111
2023
Q1 		$1.95M Sell
19,996
-4,358
-18% -$416K 0.21% 129
2022
Q4 		$2.17M Buy
+24,354
New +$1.95M 0.26% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Cyndeo Wealth Partners's DHI Position: Q3 2024 in Review

Cyndeo Wealth Partners sold out of D.R. Horton (DHI) in Q3 2024, closing a stake of 15,946 shares — an estimated $2.25M sold.

Cyndeo Wealth Partners first reported a position in DHI in Q4 2022 and held it in 7 quarters. The position peaked at $2.58M in Q1 2024. 1,194 funds tracked by Wall St. Rank hold DHI as of Q3 2024.

  • Cyndeo Wealth Partners reported no remaining D.R. Horton position as of Q3 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 15,946 D.R. Horton shares in Q3 2024, an estimated $2.25M.
  • Cyndeo Wealth Partners first reported a position in D.R. Horton in Q4 2022 and held it in 7 quarters.
  • Cyndeo Wealth Partners's D.R. Horton position peaked at $2.58M in Q1 2024.
  • 1,194 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2024, filed 18 Oct 2024.