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Patriot Financial Group Insurance Agency’s Beazer Homes USA BZH Stock Holding History

Patriot Financial Group Insurance Agency’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
-550
Closed -$11K – 2146
2021
Q2 		$11K Hold
550
– – ﹤0.01% 1401
2021
Q1 		$12K Sell
550
-250
-31% -$4.61K ﹤0.01% 1283
2020
Q4 		$12K Buy
800
+150
+23% +$2.15K ﹤0.01% 1147
2020
Q3 		$9K Hold
650
– – ﹤0.01% 1050
2020
Q2 		$7K Buy
+650
New +$5.2K ﹤0.01% 1067

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Capital World Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BZH Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Beazer Homes USA (BZH) in Q3 2021, closing a stake of 550 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in BZH in Q2 2020 and held it in 5 quarters. The position peaked at $12K in Q1 2021. 135 funds tracked by Wall St. Rank hold BZH as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Beazer Homes USA position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 550 Beazer Homes USA shares in Q3 2021, an estimated $11K.
  • Patriot Financial Group Insurance Agency first reported a position in Beazer Homes USA in Q2 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Beazer Homes USA position peaked at $12K in Q1 2021.
  • 135 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.