TWM
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Tradition Wealth Management’s Dream Finders Homes DFH Stock Holding History

Tradition 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
2021
Q2 		– Sell
-500
Closed -$12K – 1172
2021
Q1 		$12K Buy
+500
New +$12.3K ﹤0.01% 733

Other funds holding DFH

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return

Tradition Wealth Management's DFH Position: Q2 2021 in Review

Tradition Wealth Management sold out of Dream Finders Homes (DFH) in Q2 2021, closing a stake of 500 shares — an estimated $12K sold.

Tradition Wealth Management first reported a position in DFH in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 47 funds tracked by Wall St. Rank hold DFH as of Q2 2021.

  • Tradition Wealth Management reported no remaining Dream Finders Homes position as of Q2 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 500 Dream Finders Homes shares in Q2 2021, an estimated $12K.
  • Tradition Wealth Management first reported a position in Dream Finders Homes in Q1 2021 and held it in 1 quarter.
  • Tradition Wealth Management's Dream Finders Homes position peaked at $12K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Dream Finders Homes as of Q2 2021.

Based on Tradition Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.