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Stratos Wealth Partners’s Beazer Homes USA BZH Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-1,600
Closed -$17K – 1028
2018
Q3 		$17K Buy
+1,600
New +$21.1K ﹤0.01% 1949
2018
Q2 		– Sell
-1,500
Closed -$24K – 1176
2018
Q1 		$24K Sell
1,500
-100
-6% -$1.77K ﹤0.01% 1944
2017
Q4 		$31K Buy
+1,600
New +$32.1K ﹤0.01% 1738

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TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stratos Wealth Partners's BZH Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Beazer Homes USA (BZH) in Q4 2018, closing a stake of 1,600 shares — an estimated $17K sold.

Stratos Wealth Partners first reported a position in BZH in Q4 2017 and held it in 3 quarters. The position peaked at $31K in Q4 2017. 129 funds tracked by Wall St. Rank hold BZH as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Beazer Homes USA position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,600 Beazer Homes USA shares in Q4 2018, an estimated $17K.
  • Stratos Wealth Partners first reported a position in Beazer Homes USA in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Beazer Homes USA position peaked at $31K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.