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Napa Wealth Management’s Dream Finders Homes DFH Stock Holding History

Napa 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
Q2 		– Sell
-5,000
Closed -$219K – 117
2024
Q1 		$219K Buy
+5,000
New +$176K 0.12% 66

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Napa Wealth Management's DFH Position: Q2 2024 in Review

Napa Wealth Management sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 5,000 shares — an estimated $219K sold.

Napa Wealth Management first reported a position in DFH in Q1 2024 and held it in 1 quarter. The position peaked at $219K in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • Napa Wealth Management reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • Napa Wealth Management sold 5,000 Dream Finders Homes shares in Q2 2024, an estimated $219K.
  • Napa Wealth Management first reported a position in Dream Finders Homes in Q1 2024 and held it in 1 quarter.
  • Napa Wealth Management's Dream Finders Homes position peaked at $219K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Napa Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.