KPW
KBH icon

Kore Private Wealth’s KB Home KBH Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-318
Closed -$9K – 700
2020
Q2 		$9K Hold
318
– – ﹤0.01% 808
2020
Q1 		$6K Hold
318
– – ﹤0.01% 772
2019
Q4 		$11K Buy
+318
New +$11K ﹤0.01% 721
2019
Q2 		– Sell
-318
Closed -$8K – 529
2019
Q1 		$8K Buy
+318
New +$7.04K ﹤0.01% 666

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Kore Private Wealth's KBH Position: Q3 2020 in Review

Kore Private Wealth sold out of KB Home (KBH) in Q3 2020, closing a stake of 318 shares — an estimated $9K sold.

Kore Private Wealth first reported a position in KBH in Q1 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 290 funds tracked by Wall St. Rank hold KBH as of Q3 2020.

  • Kore Private Wealth reported no remaining KB Home position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 318 KB Home shares in Q3 2020, an estimated $9K.
  • Kore Private Wealth first reported a position in KB Home in Q1 2019 and held it in 4 quarters.
  • Kore Private Wealth's KB Home position peaked at $11K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held KB Home as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.