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Summit Wealth Group’s KB Home KBH Stock Holding History

Summit Wealth Group’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
2023
Q2 		– Sell
-16,876
Closed – – 176
2023
Q1 		$0 Buy
+16,876
New +$616K ﹤0.01% 211
2021
Q3 		– Sell
-420
Closed -$17K – 140
2021
Q2 		$17K Hold
420
– – 0.03% 81
2021
Q1 		$20K Buy
+420
New +$17.3K 0.03% 69

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Summit Wealth Group's KBH Position: Q2 2023 in Review

Summit Wealth Group sold out of KB Home (KBH) in Q2 2023, closing a stake of 16,876 shares.

Summit Wealth Group first reported a position in KBH in Q1 2021 and held it in 3 quarters. The position peaked at $20K in Q1 2021. 361 funds tracked by Wall St. Rank hold KBH as of Q2 2023.

  • Summit Wealth Group reported no remaining KB Home position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 16,876 KB Home shares in Q2 2023.
  • Summit Wealth Group first reported a position in KB Home in Q1 2021 and held it in 3 quarters.
  • Summit Wealth Group's KB Home position peaked at $20K in Q1 2021.
  • 361 funds tracked by Wall St. Rank held KB Home as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.