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Turtle Creek Wealth Advisors’s LGI Homes LGIH Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio LGIH Stock Details LGIH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7
Closed -$932 – 533
2023
Q4 		$932 Buy
+7
New +$777 ﹤0.01% 826

Other funds holding LGIH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
AM
Ampfield Management New York $100M AUM 19.77% 1-Year Est. Return

Turtle Creek Wealth Advisors's LGIH Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of LGI Homes (LGIH) in Q1 2024, closing a stake of 7 shares — an estimated $932 sold.

Turtle Creek Wealth Advisors first reported a position in LGIH in Q4 2023 and held it in 1 quarter. The position peaked at $932 in Q4 2023. 248 funds tracked by Wall St. Rank hold LGIH as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining LGI Homes position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 7 LGI Homes shares in Q1 2024, an estimated $932.
  • Turtle Creek Wealth Advisors first reported a position in LGI Homes in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's LGI Homes position peaked at $932 in Q4 2023.
  • 248 funds tracked by Wall St. Rank held LGI Homes as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.