Invenio Wealth Partners’s D.R. Horton DHI Stock Holding History

Invenio Wealth Partners’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 Q4	–	Sell	-1,415	Closed	-$270K	–	101
2024 Q3	$270K	Buy	+1,415	New	+$249K	0.12%	84
2024 Q2	–	Sell	-1,515	Closed	-$249K	–	96
2024 Q1	$249K	Sell	1,515 -55	-4%	-$8.24K	0.13%	81
2023 Q4	$239K	Buy	+1,570	New	+$193K	0.17%	79
2023 Q3	–	Sell	-3,225	Closed	-$392K	–	89
2023 Q2	$392K	Buy	+3,225	New	+$353K	0.44%	46

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invenio Wealth Partners's DHI Position: Q4 2024 in Review

Invenio Wealth Partners sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,415 shares — an estimated $270K sold.

Invenio Wealth Partners first reported a position in DHI in Q2 2023 and held it in 4 quarters. The position peaked at $392K in Q2 2023. 1,132 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

Invenio Wealth Partners reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
Invenio Wealth Partners sold 1,415 D.R. Horton shares in Q4 2024, an estimated $270K.
Invenio Wealth Partners first reported a position in D.R. Horton in Q2 2023 and held it in 4 quarters.
Invenio Wealth Partners's D.R. Horton position peaked at $392K in Q2 2023.
1,132 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Invenio Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.