Avion Wealth’s Beazer Homes USA BZH Stock Holding History

Avion Wealth’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
2025 Q2	–	Sell	-41	Closed	-$1K	–	1206
2025 Q1	$1K	Hold	41	–	–	﹤0.01%	820
2024 Q4	$1K	Hold	41	–	–	﹤0.01%	817
2024 Q3	$1K	Buy	41 +19	+86%	+$585	﹤0.01%	769
2024 Q2	$0	Hold	22	–	–	﹤0.01%	938
2024 Q1	$1K	Hold	22	–	–	﹤0.01%	870
2023 Q4	$1K	Buy	+22	New	+$602	﹤0.01%	713

Other funds holding BZH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Avion Wealth's BZH Position: Q2 2025 in Review

Avion Wealth sold out of Beazer Homes USA (BZH) in Q2 2025, closing a stake of 41 shares — an estimated $1K sold.

Avion Wealth first reported a position in BZH in Q4 2023 and held it in 6 quarters. The position peaked at $1K in Q1 2025. 198 funds tracked by Wall St. Rank hold BZH as of Q2 2025.

Avion Wealth reported no remaining Beazer Homes USA position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 41 Beazer Homes USA shares in Q2 2025, an estimated $1K.
Avion Wealth first reported a position in Beazer Homes USA in Q4 2023 and held it in 6 quarters.
Avion Wealth's Beazer Homes USA position peaked at $1K in Q1 2025.
198 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.