TCI Wealth Advisors’s Beazer Homes USA BZH Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-105	Closed	-$1.67K	–	508
2023 Q1	$1.67K	Hold	105	–	–	﹤0.01%	2008
2022 Q4	$1.34K	Sell	105 -517	-83%	-$6.28K	﹤0.01%	2061
2022 Q3	$6K	Buy	622 +18	+3%	+$247	﹤0.01%	1315
2022 Q2	$7K	Buy	+604	New	+$8.83K	﹤0.01%	1217
2021 Q3	–	Sell	-112	Closed	-$2K	–	2388
2021 Q2	$2K	Buy	112 +23	+26%	+$505	﹤0.01%	1960
2021 Q1	$2K	Buy	+89	New	+$1.64K	﹤0.01%	1685
2020 Q1	–	Sell	-107	Closed	-$2K	–	1499
2019 Q4	$2K	Hold	107	–	–	﹤0.01%	1110
2019 Q3	$2K	Buy	+107	New	+$1.29K	﹤0.01%	1043
2018 Q2	–	Sell	-39	Closed	-$1K	–	1509
2018 Q1	$1K	Hold	39	–	–	﹤0.01%	1101
2017 Q4	$1K	Hold	39	–	–	﹤0.01%	1146
2017 Q3	$1K	Sell	39 -300	-88%	-$4.56K	﹤0.01%	1072
2017 Q2	$5K	Buy	339 +39	+13%	+$504	﹤0.01%	743
2017 Q1	$4K	Hold	300	–	–	﹤0.01%	749
2016 Q4	$4K	Hold	300	–	–	﹤0.01%	806
2016 Q3	$3K	Buy	+300	New	+$3.06K	﹤0.01%	844
2015 Q2	–	Sell	-4	Closed	–	–	961
2015 Q1	$0	Hold	4	–	–	﹤0.01%	891
2014 Q4	$0	Hold	4	–	–	﹤0.01%	889
2014 Q3	$0	Buy	+4	New	+$73	﹤0.01%	888

Other funds holding BZH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AMH

Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TCI Wealth Advisors's BZH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Beazer Homes USA (BZH) in Q2 2023, closing a stake of 105 shares — an estimated $1.67K sold.

TCI Wealth Advisors first reported a position in BZH in Q3 2014 and held it in 18 quarters. The position peaked at $7K in Q2 2022. 171 funds tracked by Wall St. Rank hold BZH as of Q2 2023.

TCI Wealth Advisors reported no remaining Beazer Homes USA position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 105 Beazer Homes USA shares in Q2 2023, an estimated $1.67K.
TCI Wealth Advisors first reported a position in Beazer Homes USA in Q3 2014 and held it in 18 quarters.
TCI Wealth Advisors's Beazer Homes USA position peaked at $7K in Q2 2022.
171 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.