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Arkadios Wealth Advisors’s KB Home KBH Stock Holding History

Arkadios Wealth Advisors’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
2021
Q4 		– Sell
-516
Closed -$20K – 1220
2021
Q3 		$20K Hold
516
– – ﹤0.01% 1215
2021
Q2 		$21K Buy
516
+7
+1% +$323 ﹤0.01% 1267
2021
Q1 		$23K Buy
+509
New +$21K ﹤0.01% 935

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Arkadios Wealth Advisors's KBH Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of KB Home (KBH) in Q4 2021, closing a stake of 516 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in KBH in Q1 2021 and held it in 3 quarters. The position peaked at $23K in Q1 2021. 360 funds tracked by Wall St. Rank hold KBH as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining KB Home position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 516 KB Home shares in Q4 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in KB Home in Q1 2021 and held it in 3 quarters.
  • Arkadios Wealth Advisors's KB Home position peaked at $23K in Q1 2021.
  • 360 funds tracked by Wall St. Rank held KB Home as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.