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Western Wealth Management’s D.R. Horton DHI Stock Holding History

Western Wealth Management’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
2024
Q4 		– Sell
-1,276
Closed -$243K – 675
2024
Q3 		$243K Buy
+1,276
New +$224K 0.01% 664
2022
Q2 		– Sell
-5,514
Closed -$411K – 803
2022
Q1 		$411K Buy
5,514
+2,566
+87% +$223K 0.02% 584
2021
Q4 		$319K Buy
+2,948
New +$284K 0.03% 450
2021
Q2 		$663K Buy
7,357
+3,507
+91% +$329K 0.07% 297
2021
Q1 		$343K Sell
3,850
-1,100
-22% -$86.1K 0.05% 375
2020
Q4 		$341K Sell
4,950
-240
-5% -$17.5K 0.05% 323
2020
Q3 		$393K Buy
+5,190
New +$354K 0.06% 284

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Western Wealth Management's DHI Position: Q4 2024 in Review

Western Wealth Management sold out of D.R. Horton (DHI) in Q4 2024, closing a stake of 1,276 shares — an estimated $243K sold.

Western Wealth Management first reported a position in DHI in Q3 2020 and held it in 7 quarters. The position peaked at $663K in Q2 2021. 1,130 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • Western Wealth Management reported no remaining D.R. Horton position as of Q4 2024 after selling out during the quarter.
  • Western Wealth Management sold 1,276 D.R. Horton shares in Q4 2024, an estimated $243K.
  • Western Wealth Management first reported a position in D.R. Horton in Q3 2020 and held it in 7 quarters.
  • Western Wealth Management's D.R. Horton position peaked at $663K in Q2 2021.
  • 1,130 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.