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

Spire 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
2023
Q3 		– Sell
-1,492
Closed -$36.7K – 2380
2023
Q2 		$36.7K Hold
1,492
– – ﹤0.01% 1339
2023
Q1 		$19.8K Hold
1,492
– – ﹤0.01% 1623
2022
Q4 		$13K Hold
1,492
– – ﹤0.01% 1517
2022
Q3 		$16K Buy
1,492
+297
+25% +$3.58K ﹤0.01% 1404
2022
Q2 		$13K Hold
1,195
– – ﹤0.01% 1825
2022
Q1 		$20K Buy
+1,195
New +$23K ﹤0.01% 1803

Other funds holding DFH

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
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
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Spire Wealth Management's DFH Position: Q3 2023 in Review

Spire Wealth Management sold out of Dream Finders Homes (DFH) in Q3 2023, closing a stake of 1,492 shares — an estimated $36.7K sold.

Spire Wealth Management first reported a position in DFH in Q1 2022 and held it in 6 quarters. The position peaked at $36.7K in Q2 2023. 138 funds tracked by Wall St. Rank hold DFH as of Q3 2023.

  • Spire Wealth Management reported no remaining Dream Finders Homes position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,492 Dream Finders Homes shares in Q3 2023, an estimated $36.7K.
  • Spire Wealth Management first reported a position in Dream Finders Homes in Q1 2022 and held it in 6 quarters.
  • Spire Wealth Management's Dream Finders Homes position peaked at $36.7K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.