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TFO Wealth Partners’s KB Home KBH Stock Holding History

TFO 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
Q2 		– Sell
-2
Closed -$142 – 420
2024
Q1 		$142 Hold
2
– – ﹤0.01% 576
2023
Q4 		$125 Hold
2
– – ﹤0.01% 759
2023
Q3 		$103 Hold
2
– – ﹤0.01% 971
2023
Q2 		$103 Hold
2
– – ﹤0.01% 659
2023
Q1 		$80 Buy
2
+1
+100% +$36 ﹤0.01% 687
2022
Q4 		$46 Buy
+1
New +$30 ﹤0.01% 864

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

TFO Wealth Partners's KBH Position: Q2 2024 in Review

TFO Wealth Partners sold out of KB Home (KBH) in Q2 2024, closing a stake of 2 shares — an estimated $142 sold.

TFO Wealth Partners first reported a position in KBH in Q4 2022 and held it in 6 quarters. The position peaked at $142 in Q1 2024. 404 funds tracked by Wall St. Rank hold KBH as of Q2 2024.

  • TFO Wealth Partners reported no remaining KB Home position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 KB Home shares in Q2 2024, an estimated $142.
  • TFO Wealth Partners first reported a position in KB Home in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's KB Home position peaked at $142 in Q1 2024.
  • 404 funds tracked by Wall St. Rank held KB Home as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.