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Heritage Wealth Management (Arizona)’s KB Home KBH Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$28K Buy
880
+440
+100% +$13.1K ﹤0.01% 597
2022
Q3 		$11K Hold
440
– – ﹤0.01% 634
2022
Q2 		$12.5K Hold
440
– – ﹤0.01% 632
2022
Q1 		$14K Buy
+440
New +$17.3K ﹤0.01% 663
2021
Q3 		$17K Hold
440
– – 0.01% 580
2021
Q2 		$18K Buy
+440
New +$20.3K 0.01% 575

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s KBH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its KB Home (KBH) stake by 100% in Q4 2022, buying an estimated $13.1K and bringing the position to 880 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Heritage Wealth Management (Arizona) first reported a position in KBH in Q2 2021 and has held it in 6 quarters since. 317 funds tracked by Wall St. Rank hold KBH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 880 shares of KB Home worth $28K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 440 KB Home shares in Q4 2022, an estimated $13.1K.
  • KB Home made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #597 holding.
  • Heritage Wealth Management (Arizona) first reported a position in KB Home in Q2 2021 and has held it in 6 quarters since.
  • 317 funds tracked by Wall St. Rank held KB Home as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.