GI
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Gradient Investments’s Dream Finders Homes DFH Stock Holding History

Gradient Investments’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36
Closed -$1.28K – 1379
2023
Q4 		$1.28K Hold
36
– – ﹤0.01% 1348
2023
Q3 		$800 Buy
+36
New +$935 ﹤0.01% 1437

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Gradient Investments's DFH Position: Q1 2024 in Review

Gradient Investments sold out of Dream Finders Homes (DFH) in Q1 2024, closing a stake of 36 shares — an estimated $1.28K sold.

Gradient Investments first reported a position in DFH in Q3 2023 and held it in 2 quarters. The position peaked at $1.28K in Q4 2023. 212 funds tracked by Wall St. Rank hold DFH as of Q1 2024.

  • Gradient Investments reported no remaining Dream Finders Homes position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 36 Dream Finders Homes shares in Q1 2024, an estimated $1.28K.
  • Gradient Investments first reported a position in Dream Finders Homes in Q3 2023 and held it in 2 quarters.
  • Gradient Investments's Dream Finders Homes position peaked at $1.28K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.