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Lloyd Advisory Services’s Dream Finders Homes DFH Stock Holding History

Lloyd Advisory Services’s Portfolio DFH Stock Details DFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,339
Closed -$319K – 196
2023
Q3 		$319K Buy
+14,339
New +$372K 0.1% 176

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CB
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State Street
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FAM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Lloyd Advisory Services's DFH Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Dream Finders Homes (DFH) in Q4 2023, closing a stake of 14,339 shares — an estimated $319K sold.

Lloyd Advisory Services first reported a position in DFH in Q3 2023 and held it in 1 quarter. The position peaked at $319K in Q3 2023. 183 funds tracked by Wall St. Rank hold DFH as of Q4 2023.

  • Lloyd Advisory Services reported no remaining Dream Finders Homes position as of Q4 2023 after selling out during the quarter.
  • Lloyd Advisory Services sold 14,339 Dream Finders Homes shares in Q4 2023, an estimated $319K.
  • Lloyd Advisory Services first reported a position in Dream Finders Homes in Q3 2023 and held it in 1 quarter.
  • Lloyd Advisory Services's Dream Finders Homes position peaked at $319K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.