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National Wealth Management Group’s D.R. Horton DHI Stock Holding History

National Wealth Management Group’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
2023
Q1 		– Sell
-5,455
Closed -$486K – 141
2022
Q4 		$486K Buy
+5,455
New +$437K 0.58% 48

Other funds holding DHI

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

National Wealth Management Group's DHI Position: Q1 2023 in Review

National Wealth Management Group sold out of D.R. Horton (DHI) in Q1 2023, closing a stake of 5,455 shares — an estimated $486K sold.

National Wealth Management Group first reported a position in DHI in Q4 2022 and held it in 1 quarter. The position peaked at $486K in Q4 2022. 867 funds tracked by Wall St. Rank hold DHI as of Q1 2023.

  • National Wealth Management Group reported no remaining D.R. Horton position as of Q1 2023 after selling out during the quarter.
  • National Wealth Management Group sold 5,455 D.R. Horton shares in Q1 2023, an estimated $486K.
  • National Wealth Management Group first reported a position in D.R. Horton in Q4 2022 and held it in 1 quarter.
  • National Wealth Management Group's D.R. Horton position peaked at $486K in Q4 2022.
  • 867 funds tracked by Wall St. Rank held D.R. Horton as of Q1 2023.

Based on National Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.