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

Aevitas 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
2019
Q2 		– Sell
-260
Closed -$6K – 220
2019
Q1 		$6K Hold
260
– – 0.01% 330
2018
Q4 		$5K Hold
260
– – 0.01% 343
2018
Q3 		$6K Hold
260
– – 0.01% 379
2018
Q2 		$7K Hold
260
– – 0.01% 351
2018
Q1 		$7K Buy
260
+25
+11% +$778 0.01% 351
2017
Q4 		$8K Buy
+235
New +$6.75K 0.01% 337

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aevitas Wealth Management's KBH Position: Q2 2019 in Review

Aevitas Wealth Management sold out of KB Home (KBH) in Q2 2019, closing a stake of 260 shares — an estimated $6K sold.

Aevitas Wealth Management first reported a position in KBH in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q4 2017. 230 funds tracked by Wall St. Rank hold KBH as of Q2 2019.

  • Aevitas Wealth Management reported no remaining KB Home position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 260 KB Home shares in Q2 2019, an estimated $6K.
  • Aevitas Wealth Management first reported a position in KB Home in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's KB Home position peaked at $8K in Q4 2017.
  • 230 funds tracked by Wall St. Rank held KB Home as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.