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Fiduciary Alliance’s D.R. Horton DHI Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-17
Closed -$2.07K – 356
2023
Q2 		$2.07K Buy
+17
New +$1.86K ﹤0.01% 799
2023
Q1 		– Sell
-17
Closed -$1.51K – 326
2022
Q4 		$1.51K Buy
+17
New +$1.36K ﹤0.01% 731

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiduciary Alliance's DHI Position: Q3 2023 in Review

Fiduciary Alliance sold out of D.R. Horton (DHI) in Q3 2023, closing a stake of 17 shares — an estimated $2.07K sold.

Fiduciary Alliance first reported a position in DHI in Q4 2022 and held it in 2 quarters. The position peaked at $2.07K in Q2 2023. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

  • Fiduciary Alliance reported no remaining D.R. Horton position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 17 D.R. Horton shares in Q3 2023, an estimated $2.07K.
  • Fiduciary Alliance first reported a position in D.R. Horton in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's D.R. Horton position peaked at $2.07K in Q2 2023.
  • 949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.