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Harvest Group Wealth Management’s KB Home KBH Stock Holding History

Harvest Group Wealth Management’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
-26
Closed -$1K – 380
2020
Q4 		$1K Hold
26
– – ﹤0.01% 492
2020
Q3 		$1K Hold
26
– – ﹤0.01% 469
2020
Q2 		$0 Hold
26
– – ﹤0.01% 667
2020
Q1 		$0 Buy
+26
New +$833 ﹤0.01% 745

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
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

Harvest Group Wealth Management's KBH Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of KB Home (KBH) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in KBH in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 330 funds tracked by Wall St. Rank hold KBH as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining KB Home position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 26 KB Home shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in KB Home in Q1 2020 and held it in 4 quarters.
  • Harvest Group Wealth Management's KB Home position peaked at $1K in Q4 2020.
  • 330 funds tracked by Wall St. Rank held KB Home as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.