Baldwin Wealth Partners’s KB Home KBH Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-142	Closed	-$12.2K	–	653
2024 Q3	$12.2K	Buy	+142	New	+$11.4K	﹤0.01%	765

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baldwin Wealth Partners's KBH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of KB Home (KBH) in Q4 2024, closing a stake of 142 shares — an estimated $12.2K sold.

Baldwin Wealth Partners first reported a position in KBH in Q3 2024 and held it in 1 quarter. The position peaked at $12.2K in Q3 2024. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

Baldwin Wealth Partners reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 142 KB Home shares in Q4 2024, an estimated $12.2K.
Baldwin Wealth Partners first reported a position in KB Home in Q3 2024 and held it in 1 quarter.
Baldwin Wealth Partners's KB Home position peaked at $12.2K in Q3 2024.
435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.