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Newbridge Financial Services Group’s KB Home KBH Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-500
Closed -$16K – 1440
2022
Q1 		$16K Hold
500
– – 0.01% 787
2021
Q4 		$22K Sell
500
-100
-17% -$4.19K 0.01% 698
2021
Q3 		$23K Buy
+600
New +$24.9K 0.01% 626

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Newbridge Financial Services Group's KBH Position: Q2 2022 in Review

Newbridge Financial Services Group sold out of KB Home (KBH) in Q2 2022, closing a stake of 500 shares — an estimated $16K sold.

Newbridge Financial Services Group first reported a position in KBH in Q3 2021 and held it in 3 quarters. The position peaked at $23K in Q3 2021. 310 funds tracked by Wall St. Rank hold KBH as of Q2 2022.

  • Newbridge Financial Services Group reported no remaining KB Home position as of Q2 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 500 KB Home shares in Q2 2022, an estimated $16K.
  • Newbridge Financial Services Group first reported a position in KB Home in Q3 2021 and held it in 3 quarters.
  • Newbridge Financial Services Group's KB Home position peaked at $23K in Q3 2021.
  • 310 funds tracked by Wall St. Rank held KB Home as of Q2 2022.

Based on Newbridge Financial Services Group's 13F filing for Q2 2022, filed 15 Jul 2022.