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Blue Bell Private Wealth Management’s KB Home KBH Stock Holding History

Blue Bell Private 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
2022
Q2 		– Sell
-50
Closed -$2K – 848
2022
Q1 		$2K Hold
50
– – ﹤0.01% 698
2021
Q4 		$2K Buy
+50
New +$2.09K ﹤0.01% 688

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Blue Bell Private Wealth Management's KBH Position: Q2 2022 in Review

Blue Bell Private Wealth Management sold out of KB Home (KBH) in Q2 2022, closing a stake of 50 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in KBH in Q4 2021 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 310 funds tracked by Wall St. Rank hold KBH as of Q2 2022.

  • Blue Bell Private Wealth Management reported no remaining KB Home position as of Q2 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 50 KB Home shares in Q2 2022, an estimated $2K.
  • Blue Bell Private Wealth Management first reported a position in KB Home in Q4 2021 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's KB Home position peaked at $2K in Q1 2022.
  • 310 funds tracked by Wall St. Rank held KB Home as of Q2 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.