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TCI Wealth Advisors’s Dream Finders Homes DFH Stock Holding History

TCI Wealth Advisors’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
2022
Q4 		– Sell
-453
Closed -$5K – 2533
2022
Q3 		$5K Hold
453
– – ﹤0.01% 1439
2022
Q2 		$5K Buy
+453
New +$7.16K ﹤0.01% 1458

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCI Wealth Advisors's DFH Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Dream Finders Homes (DFH) in Q4 2022, closing a stake of 453 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in DFH in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 92 funds tracked by Wall St. Rank hold DFH as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Dream Finders Homes position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 453 Dream Finders Homes shares in Q4 2022, an estimated $5K.
  • TCI Wealth Advisors first reported a position in Dream Finders Homes in Q2 2022 and held it in 2 quarters.
  • TCI Wealth Advisors's Dream Finders Homes position peaked at $5K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held Dream Finders Homes as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.