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Exencial Wealth Advisors’s LGI Homes LGIH Stock Holding History

Exencial Wealth Advisors’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,621
Closed -$241K – 508
2025
Q1 		$241K Buy
3,621
+269
+8% +$21.7K 0.01% 460
2024
Q4 		$300K Buy
3,352
+45
+1% +$4.72K 0.01% 430
2024
Q3 		$392K Buy
+3,307
New +$349K 0.01% 396

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return

Exencial Wealth Advisors's LGIH Position: Q2 2025 in Review

Exencial Wealth Advisors sold out of LGI Homes (LGIH) in Q2 2025, closing a stake of 3,621 shares — an estimated $241K sold.

Exencial Wealth Advisors first reported a position in LGIH in Q3 2024 and held it in 3 quarters. The position peaked at $392K in Q3 2024. 226 funds tracked by Wall St. Rank hold LGIH as of Q2 2025.

  • Exencial Wealth Advisors reported no remaining LGI Homes position as of Q2 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 3,621 LGI Homes shares in Q2 2025, an estimated $241K.
  • Exencial Wealth Advisors first reported a position in LGI Homes in Q3 2024 and held it in 3 quarters.
  • Exencial Wealth Advisors's LGI Homes position peaked at $392K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held LGI Homes as of Q2 2025.

Based on Exencial Wealth Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.