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Robertson Stephens Wealth Management’s D.R. Horton DHI Stock Holding History

Robertson Stephens Wealth Management’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
2023
Q2 		– Sell
-2,068
Closed -$202K – 431
2023
Q1 		$202K Buy
+2,068
New +$197K 0.02% 424
2022
Q1 		– Sell
-2,000
Closed -$216K – 391
2021
Q4 		$216K Buy
+2,000
New +$193K 0.02% 370

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Robertson Stephens Wealth Management's DHI Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of D.R. Horton (DHI) in Q2 2023, closing a stake of 2,068 shares — an estimated $202K sold.

Robertson Stephens Wealth Management first reported a position in DHI in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q4 2021. 933 funds tracked by Wall St. Rank hold DHI as of Q2 2023.

  • Robertson Stephens Wealth Management reported no remaining D.R. Horton position as of Q2 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,068 D.R. Horton shares in Q2 2023, an estimated $202K.
  • Robertson Stephens Wealth Management first reported a position in D.R. Horton in Q4 2021 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's D.R. Horton position peaked at $216K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.