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Beacon Pointe Advisors’s KB Home KBH Stock Holding History

Beacon Pointe 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
Q4 		– Sell
-17,795
Closed -$462K – 1084
2022
Q3 		$462K Buy
17,795
+55
+0.3% +$1.65K 0.01% 662
2022
Q2 		$505K Sell
17,740
-64
-0.4% -$2.04K 0.01% 645
2022
Q1 		$576K Buy
17,804
+39
+0.2% +$1.54K 0.01% 768
2021
Q4 		$795K Buy
+17,765
New +$744K 0.02% 433

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Advisors's KBH Position: Q4 2022 in Review

Beacon Pointe Advisors sold out of KB Home (KBH) in Q4 2022, closing a stake of 17,795 shares — an estimated $462K sold.

Beacon Pointe Advisors first reported a position in KBH in Q4 2021 and held it in 4 quarters. The position peaked at $795K in Q4 2021. 317 funds tracked by Wall St. Rank hold KBH as of Q4 2022.

  • Beacon Pointe Advisors reported no remaining KB Home position as of Q4 2022 after selling out during the quarter.
  • Beacon Pointe Advisors sold 17,795 KB Home shares in Q4 2022, an estimated $462K.
  • Beacon Pointe Advisors first reported a position in KB Home in Q4 2021 and held it in 4 quarters.
  • Beacon Pointe Advisors's KB Home position peaked at $795K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held KB Home as of Q4 2022.

Based on Beacon Pointe Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.