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Sowell Financial Services’s KB Home KBH Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-27
Closed -$1K – 1692
2021
Q1 		$1K Buy
+27
New +$1.11K ﹤0.01% 2966
2020
Q4 		– Sell
-108
Closed -$4K – 2774
2020
Q3 		$4K Hold
108
– – ﹤0.01% 2054
2020
Q2 		$3K Hold
108
– – ﹤0.01% 2049
2020
Q1 		$2K Hold
108
– – ﹤0.01% 2079
2019
Q4 		$4K Hold
108
– – ﹤0.01% 1977
2019
Q3 		$4K Buy
+108
New +$3.02K ﹤0.01% 1845

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's KBH Position: Q2 2021 in Review

Sowell Financial Services sold out of KB Home (KBH) in Q2 2021, closing a stake of 27 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in KBH in Q3 2019 and held it in 6 quarters. The position peaked at $4K in Q3 2020. 331 funds tracked by Wall St. Rank hold KBH as of Q2 2021.

  • Sowell Financial Services reported no remaining KB Home position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 27 KB Home shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in KB Home in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's KB Home position peaked at $4K in Q3 2020.
  • 331 funds tracked by Wall St. Rank held KB Home as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.