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
2023 Q4	–	Sell	-3,000	Closed	-$675	–	1045
2023 Q3	$675	Buy	+3,000	New	+$359K	﹤0.01%	890
2021 Q4	–	Sell	-5,000	Closed	-$1K	–	1012
2021 Q3	$1K	Buy	+5,000	New	+$461K	﹤0.01%	873
2016 Q2	–	Sell	-1,400	Closed	-$1K	–	677
2016 Q1	$1K	Buy	+1,400	New	+$38.5K	﹤0.01%	588

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.