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TCI Wealth Advisors’s KB Home KBH Stock Holding History

TCI Wealth Advisors’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
-466
Closed -$18.7K – 1250
2023
Q1 		$18.7K Hold
466
– – ﹤0.01% 747
2022
Q4 		$14.8K Buy
+466
New +$13.9K ﹤0.01% 839
2022
Q2 		– Sell
-181
Closed -$6K – 2401
2022
Q1 		$6K Sell
181
-74
-29% -$2.91K ﹤0.01% 1430
2021
Q4 		$11K Sell
255
-20
-7% -$837 ﹤0.01% 1097
2021
Q3 		$11K Buy
275
+80
+41% +$3.32K ﹤0.01% 1037
2021
Q2 		$8K Hold
195
– – ﹤0.01% 1114
2021
Q1 		$9K Buy
195
+127
+187% +$5.25K ﹤0.01% 913
2020
Q4 		$2K Sell
68
-40
-37% -$1.44K ﹤0.01% 1230
2020
Q3 		$4K Buy
+108
New +$3.78K ﹤0.01% 856

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

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

TCI Wealth Advisors sold out of KB Home (KBH) in Q2 2023, closing a stake of 466 shares — an estimated $18.7K sold.

TCI Wealth Advisors first reported a position in KBH in Q3 2020 and held it in 9 quarters. The position peaked at $18.7K in Q1 2023. 361 funds tracked by Wall St. Rank hold KBH as of Q2 2023.

  • TCI Wealth Advisors reported no remaining KB Home position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 466 KB Home shares in Q2 2023, an estimated $18.7K.
  • TCI Wealth Advisors first reported a position in KB Home in Q3 2020 and held it in 9 quarters.
  • TCI Wealth Advisors's KB Home position peaked at $18.7K in Q1 2023.
  • 361 funds tracked by Wall St. Rank held KB Home as of Q2 2023.

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