Perigon Wealth Management’s KB Home KBH Stock Holding History

Perigon 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 Q1	–	Sell	-2,200	Closed	-$74K	–	788
2020 Q4	$74K	Buy	+2,200	New	+$79K	0.01%	623

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perigon Wealth Management's KBH Position: Q1 2021 in Review

Perigon Wealth Management sold out of KB Home (KBH) in Q1 2021, closing a stake of 2,200 shares — an estimated $74K sold.

Perigon Wealth Management first reported a position in KBH in Q4 2020 and held it in 1 quarter. The position peaked at $74K in Q4 2020. 330 funds tracked by Wall St. Rank hold KBH as of Q1 2021.

Perigon Wealth Management reported no remaining KB Home position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 2,200 KB Home shares in Q1 2021, an estimated $74K.
Perigon Wealth Management first reported a position in KB Home in Q4 2020 and held it in 1 quarter.
Perigon Wealth Management's KB Home position peaked at $74K in Q4 2020.
330 funds tracked by Wall St. Rank held KB Home as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.