Glassman Wealth Services’s KB Home KBH Stock Holding History

Glassman Wealth 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
2024 Q1	–	Sell	-1,090	Closed	-$68.1K	–	1021
2023 Q4	$68.1K	Buy	1,090 +6	+0.6%	+$308	0.01%	380
2023 Q3	$50.2K	Buy	1,084 +20	+2%	+$1.02K	0.01%	422
2023 Q2	$55K	Buy	1,064 +9	+0.9%	+$406	0.01%	387
2023 Q1	$42.4K	Hold	1,055	–	–	0.01%	444
2022 Q4	$33.6K	Hold	1,055	–	–	0.01%	526
2022 Q3	$27K	Sell	1,055 -6	-0.6%	-$180	0.01%	539
2022 Q2	$30K	Sell	1,061 -3	-0.3%	-$96	0.01%	510
2022 Q1	$34K	Buy	1,064 +9	+0.9%	+$354	0.01%	496
2021 Q4	$47K	Hold	1,055	–	–	0.01%	388
2021 Q3	$41K	Hold	1,055	–	–	0.01%	403
2021 Q2	$43K	Buy	+1,055	New	+$48.7K	0.01%	389
2020 Q1	–	Sell	-6	Closed	–	–	1346
2019 Q4	$0	Buy	+6	New	+$207	﹤0.01%	1330
2018 Q2	–	Sell	-10	Closed	–	–	871
2018 Q1	$0	Buy	+10	New	+$311	﹤0.01%	826

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's KBH Position: Q1 2024 in Review

Glassman Wealth Services sold out of KB Home (KBH) in Q1 2024, closing a stake of 1,090 shares — an estimated $68.1K sold.

Glassman Wealth Services first reported a position in KBH in Q1 2018 and held it in 13 quarters. The position peaked at $68.1K in Q4 2023. 417 funds tracked by Wall St. Rank hold KBH as of Q1 2024.

Glassman Wealth Services reported no remaining KB Home position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 1,090 KB Home shares in Q1 2024, an estimated $68.1K.
Glassman Wealth Services first reported a position in KB Home in Q1 2018 and held it in 13 quarters.
Glassman Wealth Services's KB Home position peaked at $68.1K in Q4 2023.
417 funds tracked by Wall St. Rank held KB Home as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.