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McGlone Suttner Wealth Management’s KB Home KBH Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-326
Closed -$20.3K – 497
2023
Q4 		$20.3K Buy
+326
New +$16.8K ﹤0.01% 436

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McGlone Suttner Wealth Management's KBH Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of KB Home (KBH) in Q1 2024, closing a stake of 326 shares — an estimated $20.3K sold.

McGlone Suttner Wealth Management first reported a position in KBH in Q4 2023 and held it in 1 quarter. The position peaked at $20.3K in Q4 2023. 417 funds tracked by Wall St. Rank hold KBH as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining KB Home position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 326 KB Home shares in Q1 2024, an estimated $20.3K.
  • McGlone Suttner Wealth Management first reported a position in KB Home in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's KB Home position peaked at $20.3K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held KB Home as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.