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McGlone Suttner Wealth Management’s Dream Finders Homes DFH Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-590
Closed -$21K – 314
2023
Q4 		$21K Buy
+590
New +$14.7K ﹤0.01% 431

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

McGlone Suttner Wealth Management's DFH Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Dream Finders Homes (DFH) in Q1 2024, closing a stake of 590 shares — an estimated $21K sold.

McGlone Suttner Wealth Management first reported a position in DFH in Q4 2023 and held it in 1 quarter. The position peaked at $21K in Q4 2023. 212 funds tracked by Wall St. Rank hold DFH as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Dream Finders Homes position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 590 Dream Finders Homes shares in Q1 2024, an estimated $21K.
  • McGlone Suttner Wealth Management first reported a position in Dream Finders Homes in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Dream Finders Homes position peaked at $21K in Q4 2023.
  • 212 funds tracked by Wall St. Rank held Dream Finders Homes as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.