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Independent Advisor Alliance’s KB Home KBH Stock Holding History

Independent Advisor Alliance’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
Q3 		– Sell
-8,571
Closed -$244K – 644
2022
Q2 		$244K Buy
8,571
+487
+6% +$15.6K 0.01% 531
2022
Q1 		$262K Buy
8,084
+101
+1% +$3.98K 0.01% 530
2021
Q4 		$357K Buy
7,983
+1
+0% +$42 0.02% 479
2021
Q3 		$311K Buy
7,982
+2
+0% +$83 0.02% 481
2021
Q2 		$325K Buy
7,980
+3,301
+71% +$152K 0.02% 491
2021
Q1 		$218K Buy
+4,679
New +$193K 0.01% 535

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Independent Advisor Alliance's KBH Position: Q3 2022 in Review

Independent Advisor Alliance sold out of KB Home (KBH) in Q3 2022, closing a stake of 8,571 shares — an estimated $244K sold.

Independent Advisor Alliance first reported a position in KBH in Q1 2021 and held it in 6 quarters. The position peaked at $357K in Q4 2021. 297 funds tracked by Wall St. Rank hold KBH as of Q3 2022.

  • Independent Advisor Alliance reported no remaining KB Home position as of Q3 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,571 KB Home shares in Q3 2022, an estimated $244K.
  • Independent Advisor Alliance first reported a position in KB Home in Q1 2021 and held it in 6 quarters.
  • Independent Advisor Alliance's KB Home position peaked at $357K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held KB Home as of Q3 2022.

Based on Independent Advisor Alliance's 13F filing for Q3 2022, filed 4 Nov 2022.