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Scissortail Wealth Management’s KB Home KBH Stock Holding History

Scissortail 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
2024
Q1 		– Sell
-8,845
Closed -$536K – 171
2023
Q4 		$536K Buy
+8,845
New +$455K 0.17% 98
2023
Q1 		– Sell
-9,945
Closed -$372K – 86
2022
Q4 		$372K Buy
+9,945
New +$296K 0.22% 80

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Scissortail Wealth Management's KBH Position: Q1 2024 in Review

Scissortail Wealth Management sold out of KB Home (KBH) in Q1 2024, closing a stake of 8,845 shares — an estimated $536K sold.

Scissortail Wealth Management first reported a position in KBH in Q4 2022 and held it in 2 quarters. The position peaked at $536K in Q4 2023. 417 funds tracked by Wall St. Rank hold KBH as of Q1 2024.

  • Scissortail Wealth Management reported no remaining KB Home position as of Q1 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 8,845 KB Home shares in Q1 2024, an estimated $536K.
  • Scissortail Wealth Management first reported a position in KB Home in Q4 2022 and held it in 2 quarters.
  • Scissortail Wealth Management's KB Home position peaked at $536K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held KB Home as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.