PFA
DHI icon

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

Petra 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
Q2 		– Sell
-4,822
Closed -$793K – 127
2024
Q1 		$793K Buy
4,822
+238
+5% +$35.7K 0.58% 53
2023
Q4 		$697K Sell
4,584
-48
-1% -$5.91K 0.58% 55
2023
Q3 		$498K Buy
+4,632
New +$555K 0.42% 68

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Petra Financial Advisors's DHI Position: Q2 2024 in Review

Petra Financial Advisors sold out of D.R. Horton (DHI) in Q2 2024, closing a stake of 4,822 shares — an estimated $793K sold.

Petra Financial Advisors first reported a position in DHI in Q3 2023 and held it in 3 quarters. The position peaked at $793K in Q1 2024. 1,077 funds tracked by Wall St. Rank hold DHI as of Q2 2024.

  • Petra Financial Advisors reported no remaining D.R. Horton position as of Q2 2024 after selling out during the quarter.
  • Petra Financial Advisors sold 4,822 D.R. Horton shares in Q2 2024, an estimated $793K.
  • Petra Financial Advisors first reported a position in D.R. Horton in Q3 2023 and held it in 3 quarters.
  • Petra Financial Advisors's D.R. Horton position peaked at $793K in Q1 2024.
  • 1,077 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2024.

Based on Petra Financial Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.