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Private Wealth Management Group’s Beazer Homes USA BZH Stock Holding History

Private Wealth Management 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
2025
Q2 		– Sell
-73
Closed -$1.49K – 1513
2025
Q1 		$1.49K Buy
+73
New +$1.75K ﹤0.01% 1156

Other funds holding BZH

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Private Wealth Management Group's BZH Position: Q2 2025 in Review

Private Wealth Management Group sold out of Beazer Homes USA (BZH) in Q2 2025, closing a stake of 73 shares — an estimated $1.49K sold.

Private Wealth Management Group first reported a position in BZH in Q1 2025 and held it in 1 quarter. The position peaked at $1.49K in Q1 2025. 198 funds tracked by Wall St. Rank hold BZH as of Q2 2025.

  • Private Wealth Management Group reported no remaining Beazer Homes USA position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 73 Beazer Homes USA shares in Q2 2025, an estimated $1.49K.
  • Private Wealth Management Group first reported a position in Beazer Homes USA in Q1 2025 and held it in 1 quarter.
  • Private Wealth Management Group's Beazer Homes USA position peaked at $1.49K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.