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Peak Financial Advisors’s D.R. Horton DHI Stock Holding History

Peak Financial Advisors’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
2024
Q3 		– Sell
-19,382
Closed -$2.73M – 81
2024
Q2 		$2.73M Buy
19,382
+654
+3% +$96.1K 1.57% 27
2024
Q1 		$3.08M Buy
18,728
+542
+3% +$81.3K 1.88% 17
2023
Q4 		$2.76M Buy
+18,186
New +$2.24M 1.85% 13

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Peak Financial Advisors's DHI Position: Q3 2024 in Review

Peak Financial Advisors sold out of D.R. Horton (DHI) in Q3 2024, closing a stake of 19,382 shares — an estimated $2.73M sold.

Peak Financial Advisors first reported a position in DHI in Q4 2023 and held it in 3 quarters. The position peaked at $3.08M in Q1 2024. 1,194 funds tracked by Wall St. Rank hold DHI as of Q3 2024.

  • Peak Financial Advisors reported no remaining D.R. Horton position as of Q3 2024 after selling out during the quarter.
  • Peak Financial Advisors sold 19,382 D.R. Horton shares in Q3 2024, an estimated $2.73M.
  • Peak Financial Advisors first reported a position in D.R. Horton in Q4 2023 and held it in 3 quarters.
  • Peak Financial Advisors's D.R. Horton position peaked at $3.08M in Q1 2024.
  • 1,194 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2024.

Based on Peak Financial Advisors's 13F filing for Q3 2024, filed 10 Oct 2024.