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

AE 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
2023
Q4 		– Sell
-25,373
Closed -$632K – 2067
2023
Q3 		$632K Buy
+25,373
New +$732K ﹤0.01% 1272

Other funds holding BZH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

AE Wealth Management's BZH Position: Q4 2023 in Review

AE Wealth Management sold out of Beazer Homes USA (BZH) in Q4 2023, closing a stake of 25,373 shares — an estimated $632K sold.

AE Wealth Management first reported a position in BZH in Q3 2023 and held it in 1 quarter. The position peaked at $632K in Q3 2023. 188 funds tracked by Wall St. Rank hold BZH as of Q4 2023.

  • AE Wealth Management reported no remaining Beazer Homes USA position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 25,373 Beazer Homes USA shares in Q4 2023, an estimated $632K.
  • AE Wealth Management first reported a position in Beazer Homes USA in Q3 2023 and held it in 1 quarter.
  • AE Wealth Management's Beazer Homes USA position peaked at $632K in Q3 2023.
  • 188 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.