CAAS
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Capital Asset Advisory Services’s KB Home KBH Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-100
Closed -$3K – 1094
2020
Q4 		$3K Buy
+100
New +$3.59K ﹤0.01% 1379

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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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Asset Advisory Services's KBH Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of KB Home (KBH) in Q1 2021, closing a stake of 100 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in KBH in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 330 funds tracked by Wall St. Rank hold KBH as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining KB Home position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 100 KB Home shares in Q1 2021, an estimated $3K.
  • Capital Asset Advisory Services first reported a position in KB Home in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's KB Home position peaked at $3K in Q4 2020.
  • 330 funds tracked by Wall St. Rank held KB Home as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.