AWM
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Accurate Wealth Management’s KB Home KBH Stock Holding History

Accurate Wealth Management’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
-40
Closed -$1.39K – 864
2022
Q4 		$1.39K Buy
+40
New +$1.19K ﹤0.01% 1294

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

Accurate Wealth Management's KBH Position: Q1 2023 in Review

Accurate Wealth Management sold out of KB Home (KBH) in Q1 2023, closing a stake of 40 shares — an estimated $1.39K sold.

Accurate Wealth Management first reported a position in KBH in Q4 2022 and held it in 1 quarter. The position peaked at $1.39K in Q4 2022. 322 funds tracked by Wall St. Rank hold KBH as of Q1 2023.

  • Accurate Wealth Management reported no remaining KB Home position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 40 KB Home shares in Q1 2023, an estimated $1.39K.
  • Accurate Wealth Management first reported a position in KB Home in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's KB Home position peaked at $1.39K in Q4 2022.
  • 322 funds tracked by Wall St. Rank held KB Home as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.