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

HighMark 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
Q1 		– Sell
-70
Closed -$5K – 485
2020
Q4 		$5K Hold
70
– – ﹤0.01% 329
2020
Q3 		$5K Hold
70
– – ﹤0.01% 315
2020
Q2 		$4K Sell
70
-37
-35% -$1.79K ﹤0.01% 328
2020
Q1 		$3K Sell
107
-33
-24% -$1.72K ﹤0.01% 265
2019
Q4 		$7K Buy
+140
New +$7.47K 0.01% 256

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighMark Wealth Management's DHI Position: Q1 2021 in Review

HighMark Wealth Management sold out of D.R. Horton (DHI) in Q1 2021, closing a stake of 70 shares — an estimated $5K sold.

HighMark Wealth Management first reported a position in DHI in Q4 2019 and held it in 5 quarters. The position peaked at $7K in Q4 2019. 860 funds tracked by Wall St. Rank hold DHI as of Q1 2021.

  • HighMark Wealth Management reported no remaining D.R. Horton position as of Q1 2021 after selling out during the quarter.
  • HighMark Wealth Management sold 70 D.R. Horton shares in Q1 2021, an estimated $5K.
  • HighMark Wealth Management first reported a position in D.R. Horton in Q4 2019 and held it in 5 quarters.
  • HighMark Wealth Management's D.R. Horton position peaked at $7K in Q4 2019.
  • 860 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2021.

Based on HighMark Wealth Management's 13F filing for Q1 2021, filed 22 Apr 2021.