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Wealthspire Advisors (Maryland)’s D.R. Horton DHI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		– Sell
-7,089
Closed -$393K – 504
2020
Q2 		$393K Sell
7,089
-846
-11% -$41K 0.03% 297
2020
Q1 		$270K Buy
7,935
+69
+0.9% +$3.58K 0.02% 323
2019
Q4 		$415K Buy
7,866
+1,635
+26% +$87.3K 0.03% 308
2019
Q3 		$328K Buy
+6,231
New +$297K 0.02% 329
2019
Q2 		– Sell
-1,830
Closed -$76K – 844
2019
Q1 		$76K Buy
1,830
+89
+5% +$3.48K 0.01% 739
2018
Q4 		$60K Sell
1,741
-45
-3% -$1.64K 0.01% 779
2018
Q3 		$75K Buy
1,786
+73
+4% +$3.16K 0.01% 807
2018
Q2 		$70K Buy
1,713
+196
+13% +$8.46K 0.01% 841
2018
Q1 		$67K Sell
1,517
-18
-1% -$840 0.01% 874
2017
Q4 		$78K Buy
1,535
+226
+17% +$10.5K 0.01% 815
2017
Q3 		$52K Buy
1,309
+36
+3% +$1.31K 0.01% 967
2017
Q2 		$44K Buy
1,273
+83
+7% +$2.77K 0.01% 993
2017
Q1 		$40K Buy
1,190
+280
+31% +$8.68K 0.01% 857
2016
Q4 		$25K Buy
910
+64
+8% +$1.83K ﹤0.01% 956
2016
Q3 		$26K Buy
846
+36
+4% +$1.16K ﹤0.01% 983
2016
Q2 		$25K Hold
810
– – ﹤0.01% 922
2016
Q1 		$24K Buy
810
+16
+2% +$440 ﹤0.01% 899
2015
Q4 		$25K Buy
+794
New +$24.8K ﹤0.01% 903

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DHI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of D.R. Horton (DHI) in Q3 2020, closing a stake of 7,089 shares — an estimated $393K sold.

Wealthspire Advisors (Maryland) first reported a position in DHI in Q4 2015 and held it in 18 quarters. The position peaked at $415K in Q4 2019. 762 funds tracked by Wall St. Rank hold DHI as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining D.R. Horton position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7,089 D.R. Horton shares in Q3 2020, an estimated $393K.
  • Wealthspire Advisors (Maryland) first reported a position in D.R. Horton in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s D.R. Horton position peaked at $415K in Q4 2019.
  • 762 funds tracked by Wall St. Rank held D.R. Horton as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.