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Patriot Financial Group Insurance Agency’s D.R. Horton DHI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-715
Closed -$47K – 779
2022
Q2 		$47K Sell
715
-23
-3% -$1.62K 0.01% 750
2022
Q1 		$55K Sell
738
-91
-11% -$7.89K 0.01% 749
2021
Q4 		$90K Sell
829
-11
-1% -$1.06K 0.02% 678
2021
Q3 		$71K Buy
840
+31
+4% +$2.85K 0.01% 750
2021
Q2 		$73K Buy
809
+25
+3% +$2.35K 0.01% 715
2021
Q1 		$70K Sell
784
-222
-22% -$17.4K 0.02% 657
2020
Q4 		$69K Sell
1,006
-20
-2% -$1.46K 0.02% 590
2020
Q3 		$78K Buy
1,026
+28
+3% +$1.91K 0.03% 451
2020
Q2 		$55K Buy
998
+695
+229% +$33.7K 0.02% 491
2020
Q1 		$10K Buy
303
+264
+677% +$13.7K ﹤0.01% 856
2019
Q4 		$2K Sell
39
-75
-66% -$4K ﹤0.01% 1102
2019
Q3 		$6K Buy
114
+8
+8% +$382 ﹤0.01% 891
2019
Q2 		$5K Buy
106
+1
+1% +$44 ﹤0.01% 933
2019
Q1 		$4K Buy
105
+20
+24% +$783 ﹤0.01% 889
2018
Q4 		$3K Buy
+85
New +$3.1K ﹤0.01% 783

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DHI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of D.R. Horton (DHI) in Q3 2022, closing a stake of 715 shares — an estimated $47K sold.

Patriot Financial Group Insurance Agency first reported a position in DHI in Q4 2018 and held it in 15 quarters. The position peaked at $90K in Q4 2021. 824 funds tracked by Wall St. Rank hold DHI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining D.R. Horton position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 715 D.R. Horton shares in Q3 2022, an estimated $47K.
  • Patriot Financial Group Insurance Agency first reported a position in D.R. Horton in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's D.R. Horton position peaked at $90K in Q4 2021.
  • 824 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.