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Turtle Creek Wealth Advisors’s KB Home KBH Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-165
Closed -$10.3K – 513
2023
Q4 		$10.3K Buy
+165
New +$8.48K ﹤0.01% 543

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Turtle Creek Wealth Advisors's KBH Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of KB Home (KBH) in Q1 2024, closing a stake of 165 shares — an estimated $10.3K sold.

Turtle Creek Wealth Advisors first reported a position in KBH in Q4 2023 and held it in 1 quarter. The position peaked at $10.3K in Q4 2023. 417 funds tracked by Wall St. Rank hold KBH as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining KB Home position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 165 KB Home shares in Q1 2024, an estimated $10.3K.
  • Turtle Creek Wealth Advisors first reported a position in KB Home in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's KB Home position peaked at $10.3K in Q4 2023.
  • 417 funds tracked by Wall St. Rank held KB Home as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.