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Prosperity Wealth Management’s Dream Finders Homes DFH Stock Holding History

Prosperity Wealth 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
2024
Q2 		– Sell
-5,400
Closed -$236K – 181
2024
Q1 		$236K Buy
+5,400
New +$190K 0.11% 129

Other funds holding DFH

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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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Prosperity Wealth Management's DFH Position: Q2 2024 in Review

Prosperity Wealth Management sold out of Dream Finders Homes (DFH) in Q2 2024, closing a stake of 5,400 shares — an estimated $236K sold.

Prosperity Wealth Management first reported a position in DFH in Q1 2024 and held it in 1 quarter. The position peaked at $236K in Q1 2024. 184 funds tracked by Wall St. Rank hold DFH as of Q2 2024.

  • Prosperity Wealth Management reported no remaining Dream Finders Homes position as of Q2 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 5,400 Dream Finders Homes shares in Q2 2024, an estimated $236K.
  • Prosperity Wealth Management first reported a position in Dream Finders Homes in Q1 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Dream Finders Homes position peaked at $236K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2024.

Based on Prosperity Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.