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Atlas Private Wealth Advisors’s KB Home KBH Stock Holding History

Atlas Private 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
-750
Closed -$29K – 446
2021
Q3 		$29K Hold
750
– – 0.02% 296
2021
Q2 		$31K Hold
750
– – 0.02% 292
2021
Q1 		$35K Buy
+750
New +$31K 0.02% 277

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

Atlas Private Wealth Advisors's KBH Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of KB Home (KBH) in Q4 2021, closing a stake of 750 shares — an estimated $29K sold.

Atlas Private Wealth Advisors first reported a position in KBH in Q1 2021 and held it in 3 quarters. The position peaked at $35K in Q1 2021. 360 funds tracked by Wall St. Rank hold KBH as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining KB Home position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 750 KB Home shares in Q4 2021, an estimated $29K.
  • Atlas Private Wealth Advisors first reported a position in KB Home in Q1 2021 and held it in 3 quarters.
  • Atlas Private Wealth Advisors's KB Home position peaked at $35K in Q1 2021.
  • 360 funds tracked by Wall St. Rank held KB Home as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.