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Financial Advocates Investment Management’s D.R. Horton DHI Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-2,504
Closed -$245K – 707
2023
Q1 		$245K Buy
2,504
+3
+0.1% +$286 0.02% 618
2022
Q4 		$223K Buy
+2,501
New +$200K 0.02% 648
2021
Q3 		– Sell
-4,074
Closed -$371K – 754
2021
Q2 		$371K Buy
4,074
+887
+28% +$83.3K 0.02% 554
2021
Q1 		$284K Buy
+3,187
New +$249K 0.02% 619

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's DHI Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of D.R. Horton (DHI) in Q2 2023, closing a stake of 2,504 shares — an estimated $245K sold.

Financial Advocates Investment Management first reported a position in DHI in Q1 2021 and held it in 4 quarters. The position peaked at $371K in Q2 2021. 934 funds tracked by Wall St. Rank hold DHI as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining D.R. Horton position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,504 D.R. Horton shares in Q2 2023, an estimated $245K.
  • Financial Advocates Investment Management first reported a position in D.R. Horton in Q1 2021 and held it in 4 quarters.
  • Financial Advocates Investment Management's D.R. Horton position peaked at $371K in Q2 2021.
  • 934 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.