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Legacy Capital Wealth Partners’s LGI Homes LGIH Stock Holding History

Legacy Capital Wealth Partners’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,974
Closed -$352K – 372
2024
Q3 		$352K Buy
+2,974
New +$314K 0.07% 251

Other funds holding LGIH

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Legacy Capital Wealth Partners's LGIH Position: Q4 2024 in Review

Legacy Capital Wealth Partners sold out of LGI Homes (LGIH) in Q4 2024, closing a stake of 2,974 shares — an estimated $352K sold.

Legacy Capital Wealth Partners first reported a position in LGIH in Q3 2024 and held it in 1 quarter. The position peaked at $352K in Q3 2024. 226 funds tracked by Wall St. Rank hold LGIH as of Q4 2024.

  • Legacy Capital Wealth Partners reported no remaining LGI Homes position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,974 LGI Homes shares in Q4 2024, an estimated $352K.
  • Legacy Capital Wealth Partners first reported a position in LGI Homes in Q3 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's LGI Homes position peaked at $352K in Q3 2024.
  • 226 funds tracked by Wall St. Rank held LGI Homes as of Q4 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2024, filed 30 Jan 2025.