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

Avior 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
2024
Q4 		– Sell
-56
Closed -$4.8K – 2513
2024
Q3 		$4.8K Hold
56
– – ﹤0.01% 1792
2024
Q2 		$3.93K Sell
56
-14
-20% -$953 ﹤0.01% 1795
2024
Q1 		$4.96K Buy
70
+14
+25% +$893 ﹤0.01% 2088
2023
Q4 		$3.5K Hold
56
– – ﹤0.01% 1242
2023
Q3 		$2.59K Hold
56
– – ﹤0.01% 1350
2023
Q2 		$2.9K Buy
+56
New +$2.53K ﹤0.01% 1309
2020
Q4 		– Sell
-9,920
Closed -$380K – 1035
2020
Q3 		$380K Sell
9,920
-3,450
-26% -$121K 0.05% 293
2020
Q2 		$410K Buy
+13,370
New +$368K 0.06% 272
2020
Q1 		– Sell
-5,890
Closed -$201K – 838
2019
Q4 		$201K Buy
+5,890
New +$204K 0.03% 372

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's KBH Position: Q4 2024 in Review

Avior Wealth Management sold out of KB Home (KBH) in Q4 2024, closing a stake of 56 shares — an estimated $4.8K sold.

Avior Wealth Management first reported a position in KBH in Q4 2019 and held it in 9 quarters. The position peaked at $410K in Q2 2020. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

  • Avior Wealth Management reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
  • Avior Wealth Management sold 56 KB Home shares in Q4 2024, an estimated $4.8K.
  • Avior Wealth Management first reported a position in KB Home in Q4 2019 and held it in 9 quarters.
  • Avior Wealth Management's KB Home position peaked at $410K in Q2 2020.
  • 435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on Avior Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.