Ropes Wealth Advisors’s D.R. Horton DHI Stock Holding History

Ropes Wealth 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
2023 Q3	–	Sell	-1,735	Closed	-$211K	–	259
2023 Q2	$211K	Buy	+1,735	New	+$190K	0.04%	268
2021 Q1	–	Sell	-784	Closed	-$54K	–	384
2020 Q4	$54K	Hold	784	–	–	0.01%	371
2020 Q3	$59K	Hold	784	–	–	0.01%	317
2020 Q2	$43K	Hold	784	–	–	0.01%	321
2020 Q1	$27K	Hold	784	–	–	0.01%	340
2019 Q4	$41K	Hold	784	–	–	0.01%	350
2019 Q3	$41K	Sell	784 -103	-12%	-$4.92K	0.01%	354
2019 Q2	$38K	Hold	887	–	–	0.01%	366
2019 Q1	$37K	Buy	+887	New	+$34.7K	0.01%	364
2018 Q4	–	Sell	-2,000	Closed	-$84K	–	502
2018 Q3	$84K	Hold	2,000	–	–	0.02%	290
2018 Q2	$82K	Hold	2,000	–	–	0.02%	302
2018 Q1	$88K	Hold	2,000	–	–	0.02%	278
2017 Q4	$102K	Buy	+2,000	New	+$93.2K	0.03%	273
2017 Q2	–	Sell	-6	Closed	–	–	532
2017 Q1	$0	Buy	+6	New	+$186	﹤0.01%	527
2016 Q2	–	Sell	-48	Closed	-$1K	–	485
2016 Q1	$1K	Buy	48 +27	+129%	+$742	﹤0.01%	408
2015 Q4	$1K	Buy	+21	New	+$655	﹤0.01%	420

Other funds holding DHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ropes Wealth Advisors's DHI Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of D.R. Horton (DHI) in Q3 2023, closing a stake of 1,735 shares — an estimated $211K sold.

Ropes Wealth Advisors first reported a position in DHI in Q4 2015 and held it in 16 quarters. The position peaked at $211K in Q2 2023. 949 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

Ropes Wealth Advisors reported no remaining D.R. Horton position as of Q3 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 1,735 D.R. Horton shares in Q3 2023, an estimated $211K.
Ropes Wealth Advisors first reported a position in D.R. Horton in Q4 2015 and held it in 16 quarters.
Ropes Wealth Advisors's D.R. Horton position peaked at $211K in Q2 2023.
949 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.