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Plante Moran Financial Advisors’s LGI Homes LGIH Stock Holding History

Plante Moran Financial 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
2022
Q2 		– Sell
-200
Closed -$20K – 1014
2022
Q1 		$20K Hold
200
– – ﹤0.01% 498
2021
Q4 		$31K Hold
200
– – 0.01% 460
2021
Q3 		$28K Hold
200
– – 0.01% 487
2021
Q2 		$32K Buy
+200
New +$33.1K 0.01% 458

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
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Plante Moran Financial Advisors's LGIH Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of LGI Homes (LGIH) in Q2 2022, closing a stake of 200 shares — an estimated $20K sold.

Plante Moran Financial Advisors first reported a position in LGIH in Q2 2021 and held it in 4 quarters. The position peaked at $32K in Q2 2021. 225 funds tracked by Wall St. Rank hold LGIH as of Q2 2022.

  • Plante Moran Financial Advisors reported no remaining LGI Homes position as of Q2 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 200 LGI Homes shares in Q2 2022, an estimated $20K.
  • Plante Moran Financial Advisors first reported a position in LGI Homes in Q2 2021 and held it in 4 quarters.
  • Plante Moran Financial Advisors's LGI Homes position peaked at $32K in Q2 2021.
  • 225 funds tracked by Wall St. Rank held LGI Homes as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.