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Heritage Wealth Management (Arizona)’s LGI Homes LGIH Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,545
Closed -$206K – 182
2023
Q4 		$206K Buy
+1,545
New +$172K 0.11% 162
2022
Q4 		$326K Buy
3,520
+1,889
+116% +$173K 0.05% 280
2022
Q3 		$133K Buy
1,631
+12
+0.7% +$1.18K 0.04% 300
2022
Q2 		$141K Buy
1,619
+466
+40% +$43.2K 0.05% 297
2022
Q1 		$113K Buy
+1,153
New +$142K 0.03% 354
2021
Q3 		$85K Buy
602
+95
+19% +$15K 0.03% 370
2021
Q2 		$82K Buy
507
+194
+62% +$32.1K 0.03% 370
2021
Q1 		$47K Buy
+313
New +$37.6K 0.03% 384

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LGIH Position: Q1 2024 in Review

Heritage Wealth Management (Arizona) sold out of LGI Homes (LGIH) in Q1 2024, closing a stake of 1,545 shares — an estimated $206K sold.

Heritage Wealth Management (Arizona) first reported a position in LGIH in Q1 2021 and held it in 8 quarters. The position peaked at $326K in Q4 2022. 248 funds tracked by Wall St. Rank hold LGIH as of Q1 2024.

  • Heritage Wealth Management (Arizona) reported no remaining LGI Homes position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,545 LGI Homes shares in Q1 2024, an estimated $206K.
  • Heritage Wealth Management (Arizona) first reported a position in LGI Homes in Q1 2021 and held it in 8 quarters.
  • Heritage Wealth Management (Arizona)'s LGI Homes position peaked at $326K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held LGI Homes as of Q1 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q1 2024, filed 25 Apr 2024.