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Avantax Planning Partners’s KB Home KBH Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-250
Closed -$6K – 770
2018
Q3 		$6K Buy
+250
New +$6.27K ﹤0.01% 1028
2018
Q2 		– Sell
-250
Closed -$7K – 878
2018
Q1 		$7K Buy
+250
New +$7.78K ﹤0.01% 1205

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Avantax Planning Partners's KBH Position: Q4 2018 in Review

Avantax Planning Partners sold out of KB Home (KBH) in Q4 2018, closing a stake of 250 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in KBH in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 238 funds tracked by Wall St. Rank hold KBH as of Q4 2018.

  • Avantax Planning Partners reported no remaining KB Home position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 250 KB Home shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in KB Home in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's KB Home position peaked at $7K in Q1 2018.
  • 238 funds tracked by Wall St. Rank held KB Home as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.