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WealthPLAN Partners’s D.R. Horton DHI Stock Holding History

WealthPLAN Partners’s Portfolio DHI Stock Details DHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-319
Closed -$38.8K – 492
2023
Q2 		$38.8K Hold
319
– – 0.01% 557
2023
Q1 		$31.2K Buy
+319
New +$30.4K ﹤0.01% 637
2016
Q3 		$3.44K Hold
115
– – ﹤0.01% 781
2016
Q2 		$3.62K Buy
+115
New +$3.51K ﹤0.01% 2089
2015
Q4 		$8.68K Buy
+271
New +$8.46K ﹤0.01% 1195

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 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

WealthPLAN Partners's DHI Position: Q3 2023 in Review

WealthPLAN Partners sold out of D.R. Horton (DHI) in Q3 2023, closing a stake of 319 shares — an estimated $38.8K sold.

WealthPLAN Partners first reported a position in DHI in Q4 2015 and held it in 5 quarters. The position peaked at $38.8K in Q2 2023. 950 funds tracked by Wall St. Rank hold DHI as of Q3 2023.

  • WealthPLAN Partners reported no remaining D.R. Horton position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 319 D.R. Horton shares in Q3 2023, an estimated $38.8K.
  • WealthPLAN Partners first reported a position in D.R. Horton in Q4 2015 and held it in 5 quarters.
  • WealthPLAN Partners's D.R. Horton position peaked at $38.8K in Q2 2023.
  • 950 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.