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Capital Performance Advisors’s KB Home KBH Stock Holding History

Capital Performance 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
2024
Q4 		– Sell
-54
Closed -$4.63K – 1453
2024
Q3 		$4.63K Buy
+54
New +$4.34K ﹤0.01% 1142

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's KBH Position: Q4 2024 in Review

Capital Performance Advisors sold out of KB Home (KBH) in Q4 2024, closing a stake of 54 shares — an estimated $4.63K sold.

Capital Performance Advisors first reported a position in KBH in Q3 2024 and held it in 1 quarter. The position peaked at $4.63K in Q3 2024. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

  • Capital Performance Advisors reported no remaining KB Home position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 54 KB Home shares in Q4 2024, an estimated $4.63K.
  • Capital Performance Advisors first reported a position in KB Home in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's KB Home position peaked at $4.63K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.