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Ovata Capital Management’s Dream Finders Homes DFH Stock Holding History

Ovata Capital 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
2022
Q2 		– Sell
-400
Closed -$7K – 76
2022
Q1 		$7K Buy
+400
New +$7.69K ﹤0.01% 116

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ACP
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ovata Capital Management's DFH Position: Q2 2022 in Review

Ovata Capital Management sold out of Dream Finders Homes (DFH) in Q2 2022, closing a stake of 400 shares — an estimated $7K sold.

Ovata Capital Management first reported a position in DFH in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 82 funds tracked by Wall St. Rank hold DFH as of Q2 2022.

  • Ovata Capital Management reported no remaining Dream Finders Homes position as of Q2 2022 after selling out during the quarter.
  • Ovata Capital Management sold 400 Dream Finders Homes shares in Q2 2022, an estimated $7K.
  • Ovata Capital Management first reported a position in Dream Finders Homes in Q1 2022 and held it in 1 quarter.
  • Ovata Capital Management's Dream Finders Homes position peaked at $7K in Q1 2022.
  • 82 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2022.

Based on Ovata Capital Management's 13F filing for Q2 2022, filed 5 Aug 2022.