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

WealthSource 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
Q4 		$445K Buy
2,926
+78
+3% +$9.6K 0.03% 351
2023
Q3 		$306K Buy
2,848
+40
+1% +$4.79K 0.02% 401
2023
Q2 		$342K Sell
2,808
-1,628
-37% -$178K 0.02% 385
2023
Q1 		$433K Sell
4,436
-133
-3% -$12.7K 0.03% 336
2022
Q4 		$407K Buy
4,569
+599
+15% +$48K 0.03% 340
2022
Q3 		$267K Buy
3,970
+743
+23% +$54.7K 0.02% 408
2022
Q2 		$214K Buy
3,227
+324
+11% +$22.8K 0.02% 472
2022
Q1 		$216K Buy
2,903
+360
+14% +$31.2K 0.01% 529
2021
Q4 		$276K Sell
2,543
-555
-18% -$53.4K 0.02% 454
2021
Q3 		$260K Buy
3,098
+733
+31% +$67.5K 0.02% 431
2021
Q2 		$214K Buy
+2,365
New +$222K 0.02% 430

Other funds holding DHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthSource Partners's DHI Position: Q4 2023 in Review

WealthSource Partners increased its D.R. Horton (DHI) stake by 2.7% in Q4 2023, buying an estimated $9.6K and bringing the position to 2,926 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #351.

WealthSource Partners first reported a position in DHI in Q2 2021 and has held it in 11 quarters since. 1,064 funds tracked by Wall St. Rank hold DHI as of Q4 2023.

  • WealthSource Partners held 2,926 shares of D.R. Horton worth $445K as of Q4 2023.
  • WealthSource Partners bought 78 D.R. Horton shares in Q4 2023, an estimated $9.6K.
  • D.R. Horton made up 0.03% of WealthSource Partners's portfolio in Q4 2023, its #351 holding.
  • WealthSource Partners first reported a position in D.R. Horton in Q2 2021 and has held it in 11 quarters since.
  • 1,064 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.