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Newbridge Financial Services Group’s Beazer Homes USA BZH Stock Holding History

Newbridge Financial Services Group’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-300
Closed -$6K – 1411
2021
Q2 		$6K Buy
+300
New +$6.59K ﹤0.01% 1072

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TC
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Newbridge Financial Services Group's BZH Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Beazer Homes USA (BZH) in Q3 2021, closing a stake of 300 shares — an estimated $6K sold.

Newbridge Financial Services Group first reported a position in BZH in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 136 funds tracked by Wall St. Rank hold BZH as of Q3 2021.

  • Newbridge Financial Services Group reported no remaining Beazer Homes USA position as of Q3 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 300 Beazer Homes USA shares in Q3 2021, an estimated $6K.
  • Newbridge Financial Services Group first reported a position in Beazer Homes USA in Q2 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Beazer Homes USA position peaked at $6K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.