BWA
KBH icon

BDO Wealth Advisors’s KB Home KBH Stock Holding History

BDO 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
2022
Q1 		– Sell
-16
Closed -$1K – 1093
2021
Q4 		$1K Buy
+16
New +$670 ﹤0.01% 1024
2019
Q2 		– Sell
-160
Closed -$4K – 653
2019
Q1 		$4K Buy
+160
New +$3.54K ﹤0.01% 504

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

BDO Wealth Advisors's KBH Position: Q1 2022 in Review

BDO Wealth Advisors sold out of KB Home (KBH) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in KBH in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 339 funds tracked by Wall St. Rank hold KBH as of Q1 2022.

  • BDO Wealth Advisors reported no remaining KB Home position as of Q1 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 16 KB Home shares in Q1 2022, an estimated $1K.
  • BDO Wealth Advisors first reported a position in KB Home in Q1 2019 and held it in 2 quarters.
  • BDO Wealth Advisors's KB Home position peaked at $4K in Q1 2019.
  • 339 funds tracked by Wall St. Rank held KB Home as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.