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

ICA 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
2024
Q2 		– Sell
-350
Closed -$24.8K – 1061
2024
Q1 		$24.8K Buy
350
+1
+0.3% +$64 0.01% 706
2023
Q4 		$21.8K Buy
+349
New +$17.9K ﹤0.01% 702
2023
Q3 		– Sell
-347
Closed -$17.9K – 739
2023
Q2 		$17.9K Buy
347
+1
+0.3% +$45 ﹤0.01% 717
2023
Q1 		$13.9K Buy
346
+2
+0.6% +$73 ﹤0.01% 744
2022
Q4 		$11K Buy
+344
New +$10.2K ﹤0.01% 806

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

ICA Group Wealth Management's KBH Position: Q2 2024 in Review

ICA Group Wealth Management sold out of KB Home (KBH) in Q2 2024, closing a stake of 350 shares — an estimated $24.8K sold.

ICA Group Wealth Management first reported a position in KBH in Q4 2022 and held it in 5 quarters. The position peaked at $24.8K in Q1 2024. 404 funds tracked by Wall St. Rank hold KBH as of Q2 2024.

  • ICA Group Wealth Management reported no remaining KB Home position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 350 KB Home shares in Q2 2024, an estimated $24.8K.
  • ICA Group Wealth Management first reported a position in KB Home in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's KB Home position peaked at $24.8K in Q1 2024.
  • 404 funds tracked by Wall St. Rank held KB Home as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.