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

Aevitas 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
2018
Q2 		– Sell
-200
Closed -$3K – 442
2018
Q1 		$3K Hold
200
– – ﹤0.01% 388
2017
Q4 		$4K Buy
+200
New +$4.02K ﹤0.01% 378

Other funds holding BZH

BlackRock
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DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Aevitas Wealth Management's BZH Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Beazer Homes USA (BZH) in Q2 2018, closing a stake of 200 shares — an estimated $3K sold.

Aevitas Wealth Management first reported a position in BZH in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 128 funds tracked by Wall St. Rank hold BZH as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Beazer Homes USA position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 200 Beazer Homes USA shares in Q2 2018, an estimated $3K.
  • Aevitas Wealth Management first reported a position in Beazer Homes USA in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Beazer Homes USA position peaked at $4K in Q4 2017.
  • 128 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.