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Abound Wealth Management’s Beazer Homes USA BZH Stock Holding History

Abound Wealth Management’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20
Closed -$448 – 1364
2025
Q2 		$448 Hold
20
– – ﹤0.01% 873
2025
Q1 		$408 Buy
+20
New +$480 ﹤0.01% 838

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's BZH Position: Q3 2025 in Review

Abound Wealth Management sold out of Beazer Homes USA (BZH) in Q3 2025, closing a stake of 20 shares — an estimated $448 sold.

Abound Wealth Management first reported a position in BZH in Q1 2025 and held it in 2 quarters. The position peaked at $448 in Q2 2025. 195 funds tracked by Wall St. Rank hold BZH as of Q3 2025.

  • Abound Wealth Management reported no remaining Beazer Homes USA position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 20 Beazer Homes USA shares in Q3 2025, an estimated $448.
  • Abound Wealth Management first reported a position in Beazer Homes USA in Q1 2025 and held it in 2 quarters.
  • Abound Wealth Management's Beazer Homes USA position peaked at $448 in Q2 2025.
  • 195 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.