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Cornerstone Planning Group’s Beazer Homes USA BZH Stock Holding History

Cornerstone Planning Group’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
-15
Closed -$426 – 1578
2024
Q4 		$426 Sell
15
-17
-53% -$543 ﹤0.01% 1189
2024
Q3 		$998 Hold
32
– – ﹤0.01% 931
2024
Q2 		$857 Buy
+32
New +$907 ﹤0.01% 975

Other funds holding BZH

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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 $3.38T AUM 44.17% 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

Cornerstone Planning Group's BZH Position: Q1 2025 in Review

Cornerstone Planning Group sold out of Beazer Homes USA (BZH) in Q1 2025, closing a stake of 15 shares — an estimated $426 sold.

Cornerstone Planning Group first reported a position in BZH in Q2 2024 and held it in 3 quarters. The position peaked at $998 in Q3 2024. 196 funds tracked by Wall St. Rank hold BZH as of Q1 2025.

  • Cornerstone Planning Group reported no remaining Beazer Homes USA position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 Beazer Homes USA shares in Q1 2025, an estimated $426.
  • Cornerstone Planning Group first reported a position in Beazer Homes USA in Q2 2024 and held it in 3 quarters.
  • Cornerstone Planning Group's Beazer Homes USA position peaked at $998 in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2025.

Based on Cornerstone Planning Group's 13F filing for Q1 2025, filed 30 Apr 2025.