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

SOA 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
2022
Q2 		– Sell
-3
Closed – – 852
2022
Q1 		$0 Hold
3
– – ﹤0.01% 919
2021
Q4 		$0 Hold
3
– – ﹤0.01% 895
2021
Q3 		$0 Hold
3
– – ﹤0.01% 908
2021
Q2 		$0 Sell
3
-2
-40% -$188 ﹤0.01% 879
2021
Q1 		$0 Hold
5
– – ﹤0.01% 826
2020
Q4 		$0 Buy
+5
New +$365 ﹤0.01% 806

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

SOA Wealth Advisors's DHI Position: Q2 2022 in Review

SOA Wealth Advisors sold out of D.R. Horton (DHI) in Q2 2022, closing a stake of 3 shares.

SOA Wealth Advisors first reported a position in DHI in Q4 2020 and held it in 6 quarters. The position peaked at $0 in Q1 2022. 842 funds tracked by Wall St. Rank hold DHI as of Q2 2022.

  • SOA Wealth Advisors reported no remaining D.R. Horton position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 3 D.R. Horton shares in Q2 2022.
  • SOA Wealth Advisors first reported a position in D.R. Horton in Q4 2020 and held it in 6 quarters.
  • SOA Wealth Advisors's D.R. Horton position peaked at $0 in Q1 2022.
  • 842 funds tracked by Wall St. Rank held D.R. Horton as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.