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IBEX Wealth Advisors’s D.R. Horton DHI Stock Holding History

IBEX Wealth Advisors’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
2024
Q3 		– Sell
-166
Closed -$23.4K – 123
2024
Q2 		$23.4K Buy
+166
New +$24.4K ﹤0.01% 186
2021
Q4 		– Sell
-859
Closed -$72K – 244
2021
Q3 		$72K Buy
+859
New +$79.1K 0.01% 246
2019
Q3 		– Sell
-970
Closed -$41K – 144
2019
Q2 		$41K Buy
+970
New +$42.9K 0.01% 238

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

IBEX Wealth Advisors's DHI Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of D.R. Horton (DHI) in Q3 2024, closing a stake of 166 shares — an estimated $23.4K sold.

IBEX Wealth Advisors first reported a position in DHI in Q2 2019 and held it in 3 quarters. The position peaked at $72K in Q3 2021. 1,195 funds tracked by Wall St. Rank hold DHI as of Q3 2024.

  • IBEX Wealth Advisors reported no remaining D.R. Horton position as of Q3 2024 after selling out during the quarter.
  • IBEX Wealth Advisors sold 166 D.R. Horton shares in Q3 2024, an estimated $23.4K.
  • IBEX Wealth Advisors first reported a position in D.R. Horton in Q2 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's D.R. Horton position peaked at $72K in Q3 2021.
  • 1,195 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.