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Insight Wealth Strategies’s D.R. Horton DHI Stock Holding History

Insight Wealth Strategies’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
2022
Q4 		– Sell
-19,523
Closed -$1.29M – 139
2022
Q3 		$1.29M Hold
19,523
– – 0.24% 75
2022
Q2 		$1.29M Buy
19,523
+3,274
+20% +$230K 0.24% 75
2022
Q1 		$1.21M Buy
16,249
+2,781
+21% +$241K 0.18% 93
2021
Q4 		$1.46M Buy
13,468
+1,790
+15% +$172K 0.21% 76
2021
Q3 		$981K Buy
11,678
+673
+6% +$62K 0.14% 103
2021
Q2 		$995K Sell
11,005
-362
-3% -$34K 0.14% 99
2021
Q1 		$1.01M Buy
+11,367
New +$890K 0.14% 101

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Insight Wealth Strategies's DHI Position: Q4 2022 in Review

Insight Wealth Strategies sold out of D.R. Horton (DHI) in Q4 2022, closing a stake of 19,523 shares — an estimated $1.29M sold.

Insight Wealth Strategies first reported a position in DHI in Q1 2021 and held it in 7 quarters. The position peaked at $1.46M in Q4 2021. 863 funds tracked by Wall St. Rank hold DHI as of Q4 2022.

  • Insight Wealth Strategies reported no remaining D.R. Horton position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 19,523 D.R. Horton shares in Q4 2022, an estimated $1.29M.
  • Insight Wealth Strategies first reported a position in D.R. Horton in Q1 2021 and held it in 7 quarters.
  • Insight Wealth Strategies's D.R. Horton position peaked at $1.46M in Q4 2021.
  • 863 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.