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WR Wealth Planners’s D.R. Horton DHI Stock Holding History

WR Wealth Planners’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 		$4.33K Sell
31
-2
-6% -$334 ﹤0.01% 728
2024
Q3 		$6.29K Hold
33
– – ﹤0.01% 703
2024
Q2 		$4.65K Buy
33
+16
+94% +$2.35K ﹤0.01% 731
2024
Q1 		$2.8K Buy
+17
New +$2.55K ﹤0.01% 818

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 $1.88B AUM 29.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's DHI Position: Q4 2024 in Review

WR Wealth Planners reduced its D.R. Horton (DHI) stake by 6.1% in Q4 2024, selling an estimated $334 and leaving 31 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

WR Wealth Planners first reported a position in DHI in Q1 2024 and has held it in 4 quarters since. The position peaked at $6.29K in Q3 2024. 1,131 funds tracked by Wall St. Rank hold DHI as of Q4 2024.

  • WR Wealth Planners held 31 shares of D.R. Horton worth $4.33K as of Q4 2024.
  • WR Wealth Planners sold 2 D.R. Horton shares in Q4 2024, an estimated $334.
  • D.R. Horton made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #728 holding.
  • WR Wealth Planners first reported a position in D.R. Horton in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's D.R. Horton position peaked at $6.29K in Q3 2024.
  • 1,131 funds tracked by Wall St. Rank held D.R. Horton as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.