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Sound Income Strategies’s Beazer Homes USA BZH Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-20
Closed -$418 – 897
2021
Q1 		$418 Hold
20
– – ﹤0.01% 898
2020
Q4 		$0 Buy
+20
New +$287 ﹤0.01% 876

Other funds holding BZH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sound Income Strategies's BZH Position: Q2 2021 in Review

Sound Income Strategies sold out of Beazer Homes USA (BZH) in Q2 2021, closing a stake of 20 shares — an estimated $418 sold.

Sound Income Strategies first reported a position in BZH in Q4 2020 and held it in 2 quarters. The position peaked at $418 in Q1 2021. 137 funds tracked by Wall St. Rank hold BZH as of Q2 2021.

  • Sound Income Strategies reported no remaining Beazer Homes USA position as of Q2 2021 after selling out during the quarter.
  • Sound Income Strategies sold 20 Beazer Homes USA shares in Q2 2021, an estimated $418.
  • Sound Income Strategies first reported a position in Beazer Homes USA in Q4 2020 and held it in 2 quarters.
  • Sound Income Strategies's Beazer Homes USA position peaked at $418 in Q1 2021.
  • 137 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.