CAS
BZH icon

Coppell Advisory Solutions’s Beazer Homes USA BZH Stock Holding History

Coppell Advisory Solutions’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,202
Closed -$35.2K – 542
2024
Q4 		$35.2K Hold
1,202
– – ﹤0.01% 697
2024
Q3 		$35.2K Hold
1,202
– – 0.01% 669
2024
Q2 		$35.2K Buy
+1,202
New +$34.1K 0.01% 586
2023
Q4 		$28.3K Buy
+1,202
New +$32.9K 0.01% 638

Other funds holding BZH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coppell Advisory Solutions's BZH Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Beazer Homes USA (BZH) in Q1 2025, closing a stake of 1,202 shares — an estimated $35.2K sold.

Coppell Advisory Solutions first reported a position in BZH in Q4 2023 and held it in 4 quarters. The position peaked at $35.2K in Q4 2024. 196 funds tracked by Wall St. Rank hold BZH as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Beazer Homes USA position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,202 Beazer Homes USA shares in Q1 2025, an estimated $35.2K.
  • Coppell Advisory Solutions first reported a position in Beazer Homes USA in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Beazer Homes USA position peaked at $35.2K in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.