Liberty Wealth Management’s KB Home KBH Stock Holding History

Liberty 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 Q4	–	Sell	-1,370	Closed	-$53K	–	668
2021 Q3	$53K	Buy	1,370 +5	+0.4%	+$208	0.02%	410
2021 Q2	$56K	Buy	1,365 +10	+0.7%	+$461	0.02%	298
2021 Q1	$56K	Hold	1,355	–	–	0.03%	262
2020 Q4	$56K	Buy	1,355 +5	+0.4%	+$180	0.03%	260
2020 Q3	$52K	Buy	1,350 +3	+0.2%	+$105	0.03%	225
2020 Q2	$41K	Buy	1,347 +4	+0.3%	+$110	0.03%	253
2020 Q1	$24K	Buy	1,343 +3	+0.2%	+$96	0.02%	328
2019 Q4	$46K	Buy	1,340 +4	+0.3%	+$138	0.04%	260
2019 Q3	$45K	Buy	1,336 +4	+0.3%	+$112	0.04%	244
2019 Q2	$34K	Buy	1,332 +2	+0.2%	+$51	0.03%	314
2019 Q1	$32K	Buy	1,330 +1	+0.1%	+$22	0.02%	275
2018 Q4	$25K	Buy	+1,329	New	+$27.3K	0.02%	291

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Liberty Wealth Management's KBH Position: Q4 2021 in Review

Liberty Wealth Management sold out of KB Home (KBH) in Q4 2021, closing a stake of 1,370 shares — an estimated $53K sold.

Liberty Wealth Management first reported a position in KBH in Q4 2018 and held it in 12 quarters. The position peaked at $56K in Q2 2021. 360 funds tracked by Wall St. Rank hold KBH as of Q4 2021.

Liberty Wealth Management reported no remaining KB Home position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,370 KB Home shares in Q4 2021, an estimated $53K.
Liberty Wealth Management first reported a position in KB Home in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's KB Home position peaked at $56K in Q2 2021.
360 funds tracked by Wall St. Rank held KB Home as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.