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Opal Wealth Advisors’s LGI Homes LGIH Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-5
Closed -$448 – 744
2024
Q2 		$448 Buy
+5
New +$483 ﹤0.01% 1174

Other funds holding LGIH

BlackRock
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 $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.19B AUM 14.29% 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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Opal Wealth Advisors's LGIH Position: Q3 2024 in Review

Opal Wealth Advisors sold out of LGI Homes (LGIH) in Q3 2024, closing a stake of 5 shares — an estimated $448 sold.

Opal Wealth Advisors first reported a position in LGIH in Q2 2024 and held it in 1 quarter. The position peaked at $448 in Q2 2024. 253 funds tracked by Wall St. Rank hold LGIH as of Q3 2024.

  • Opal Wealth Advisors reported no remaining LGI Homes position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 5 LGI Homes shares in Q3 2024, an estimated $448.
  • Opal Wealth Advisors first reported a position in LGI Homes in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's LGI Homes position peaked at $448 in Q2 2024.
  • 253 funds tracked by Wall St. Rank held LGI Homes as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.