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Strategic Wealth Partners’s KB Home KBH Stock Holding History

Strategic Wealth Partners’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
Q4 		$313K Buy
4,877
+1,153
+31% +$89.7K 0.03% 256
2024
Q3 		$319K Buy
3,724
+636
+21% +$51.1K 0.03% 249
2024
Q2 		$217K Buy
+3,088
New +$210K 0.02% 274

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Partners's KBH Position: Q4 2024 in Review

Strategic Wealth Partners increased its KB Home (KBH) stake by 31% in Q4 2024, buying an estimated $89.7K and bringing the position to 4,877 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #256.

Strategic Wealth Partners first reported a position in KBH in Q2 2024 and has held it in 3 quarters since. The position peaked at $319K in Q3 2024. 435 funds tracked by Wall St. Rank hold KBH as of Q4 2024.

  • Strategic Wealth Partners held 4,877 shares of KB Home worth $313K as of Q4 2024.
  • Strategic Wealth Partners bought 1,153 KB Home shares in Q4 2024, an estimated $89.7K.
  • KB Home made up 0.03% of Strategic Wealth Partners's portfolio in Q4 2024, its #256 holding.
  • Strategic Wealth Partners first reported a position in KB Home in Q2 2024 and has held it in 3 quarters since.
  • Strategic Wealth Partners's KB Home position peaked at $319K in Q3 2024.
  • 435 funds tracked by Wall St. Rank held KB Home as of Q4 2024.

Based on Strategic Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.