WealthPLAN Partners’s LGI Homes LGIH Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-285	Closed	-$38.4K	–	765
2023 Q2	$38.4K	Hold	285	–	–	0.01%	559
2023 Q1	$32.5K	Buy	+285	New	+$30.9K	﹤0.01%	632

Other funds holding LGIH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

WealthPLAN Partners's LGIH Position: Q3 2023 in Review

WealthPLAN Partners sold out of LGI Homes (LGIH) in Q3 2023, closing a stake of 285 shares — an estimated $38.4K sold.

WealthPLAN Partners first reported a position in LGIH in Q1 2023 and held it in 2 quarters. The position peaked at $38.4K in Q2 2023. 240 funds tracked by Wall St. Rank hold LGIH as of Q3 2023.

WealthPLAN Partners reported no remaining LGI Homes position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 285 LGI Homes shares in Q3 2023, an estimated $38.4K.
WealthPLAN Partners first reported a position in LGI Homes in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's LGI Homes position peaked at $38.4K in Q2 2023.
240 funds tracked by Wall St. Rank held LGI Homes as of Q3 2023.

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