1WA
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180 Wealth Advisors’s KB Home KBH Stock Holding History

180 Wealth Advisors’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16,124
Closed -$603K – 375
2022
Q4 		$603K Buy
16,124
+6,001
+59% +$179K 0.14% 152
2022
Q3 		$262K Sell
10,123
-408
-4% -$12.3K 0.07% 270
2022
Q2 		$312K Buy
10,531
+268
+3% +$8.56K 0.08% 250
2022
Q1 		$350K Buy
10,263
+442
+5% +$17.4K 0.08% 247
2021
Q4 		$399K Buy
9,821
+1,503
+18% +$62.9K 0.09% 217
2021
Q3 		$332K Buy
8,318
+1,145
+16% +$47.5K 0.07% 269
2021
Q2 		$303K Buy
7,173
+1,654
+30% +$76.3K 0.07% 279
2021
Q1 		$240K Buy
+5,519
New +$228K 0.06% 302

Other funds holding KBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

180 Wealth Advisors's KBH Position: Q1 2023 in Review

180 Wealth Advisors sold out of KB Home (KBH) in Q1 2023, closing a stake of 16,124 shares — an estimated $603K sold.

180 Wealth Advisors first reported a position in KBH in Q1 2021 and held it in 8 quarters. The position peaked at $603K in Q4 2022. 322 funds tracked by Wall St. Rank hold KBH as of Q1 2023.

  • 180 Wealth Advisors reported no remaining KB Home position as of Q1 2023 after selling out during the quarter.
  • 180 Wealth Advisors sold 16,124 KB Home shares in Q1 2023, an estimated $603K.
  • 180 Wealth Advisors first reported a position in KB Home in Q1 2021 and held it in 8 quarters.
  • 180 Wealth Advisors's KB Home position peaked at $603K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held KB Home as of Q1 2023.

Based on 180 Wealth Advisors's 13F filing for Q1 2023, filed 7 Apr 2023.