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

Focused 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
2021 Q3	–	Sell	-700	Closed	-$64.5K	–	1019
2021 Q2	$63K	Buy	+700	New	+$65.7K	0.01%	350
2019 Q2	–	Sell	-600	Closed	-$25K	–	741
2019 Q1	$25K	Buy	+600	New	+$23.5K	0.01%	351
2017 Q1	–	Sell	-2,450	Closed	-$67K	–	695
2016 Q4	$67K	Hold	2,450	–	–	0.03%	243
2016 Q3	$74K	Sell	2,450 -300	-11%	-$9.63K	0.03%	231
2016 Q2	$87K	Sell	2,750 -8,682	-76%	-$265K	0.04%	215
2016 Q1	$346K	Sell	11,432 -499	-4%	-$13.7K	0.19%	80
2015 Q4	$382K	Buy	11,931 +1	+0%	+$31	0.22%	79
2015 Q3	$350K	Buy	+11,930	New	+$351K	0.22%	68
2014 Q4	–	Sell	-300	Closed	-$6K	–	667
2014 Q3	$6K	Hold	300	–	–	﹤0.01%	490
2014 Q2	$7K	Hold	300	–	–	0.01%	468
2014 Q1	$7K	Hold	300	–	–	0.01%	439
2013 Q4	$7K	Hold	300	–	–	0.01%	434
2013 Q3	$6K	Buy	+300	New	+$5.94K	0.01%	429

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Focused Wealth Management's DHI Position: Q3 2021 in Review

Focused Wealth Management sold out of D.R. Horton (DHI) in Q3 2021, closing a stake of 700 shares — an estimated $64.5K sold.

Focused Wealth Management first reported a position in DHI in Q3 2013 and held it in 13 quarters. The position peaked at $382K in Q4 2015. 899 funds tracked by Wall St. Rank hold DHI as of Q3 2021.

Focused Wealth Management reported no remaining D.R. Horton position as of Q3 2021 after selling out during the quarter.
Focused Wealth Management sold 700 D.R. Horton shares in Q3 2021, an estimated $64.5K.
Focused Wealth Management first reported a position in D.R. Horton in Q3 2013 and held it in 13 quarters.
Focused Wealth Management's D.R. Horton position peaked at $382K in Q4 2015.
899 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.