Wealth Enhancement Advisory Services
DHX icon

Wealth Enhancement Advisory Services’s DHI Group DHX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DHX Stock Details DHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-131,113
Closed -$401K – 2365
2023
Q3 		$401K Buy
+131,113
New +$468K ﹤0.01% 1564

Other funds holding DHX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealth Enhancement Advisory Services's DHX Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of DHI Group (DHX) in Q4 2023, closing a stake of 131,113 shares — an estimated $401K sold.

Wealth Enhancement Advisory Services first reported a position in DHX in Q3 2023 and held it in 1 quarter. The position peaked at $401K in Q3 2023. 77 funds tracked by Wall St. Rank hold DHX as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining DHI Group position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 131,113 DHI Group shares in Q4 2023, an estimated $401K.
  • Wealth Enhancement Advisory Services first reported a position in DHI Group in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's DHI Group position peaked at $401K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held DHI Group as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.