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ICA Group Wealth Management’s D.R. Horton DHI Stock Holding History

ICA Group 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
Q2 		– Sell
-200
Closed -$19.5K – 1351
2023
Q1 		$19.5K Sell
200
-881
-81% -$84K ﹤0.01% 670
2022
Q4 		$96.4K Buy
+1,081
New +$86.6K 0.02% 372

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ICA Group Wealth Management's DHI Position: Q2 2023 in Review

ICA Group Wealth Management sold out of D.R. Horton (DHI) in Q2 2023, closing a stake of 200 shares — an estimated $19.5K sold.

ICA Group Wealth Management first reported a position in DHI in Q4 2022 and held it in 2 quarters. The position peaked at $96.4K in Q4 2022. 933 funds tracked by Wall St. Rank hold DHI as of Q2 2023.

  • ICA Group Wealth Management reported no remaining D.R. Horton position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 200 D.R. Horton shares in Q2 2023, an estimated $19.5K.
  • ICA Group Wealth Management first reported a position in D.R. Horton in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's D.R. Horton position peaked at $96.4K in Q4 2022.
  • 933 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.