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Valeo Financial Advisors’s KB Home KBH Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-68
Closed -$3K – 1193
2021
Q1 		$3K Buy
+68
New +$2.81K ﹤0.01% 1709
2018
Q4 		– Sell
-1,013
Closed -$20K – 1608
2018
Q3 		$20K Buy
1,013
+1
+0.1% +$25 ﹤0.01% 778
2018
Q2 		$24K Buy
1,012
+1
+0.1% +$27 ﹤0.01% 710
2018
Q1 		$29K Buy
1,011
+1
+0.1% +$31 ﹤0.01% 622
2017
Q4 		$32K Buy
1,010
+1
+0.1% +$29 0.01% 568
2017
Q3 		$24K Buy
+1,009
New +$22.7K 0.01% 526

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Valeo Financial Advisors's KBH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of KB Home (KBH) in Q2 2021, closing a stake of 68 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in KBH in Q3 2017 and held it in 6 quarters. The position peaked at $32K in Q4 2017. 330 funds tracked by Wall St. Rank hold KBH as of Q2 2021.

  • Valeo Financial Advisors reported no remaining KB Home position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 68 KB Home shares in Q2 2021, an estimated $3K.
  • Valeo Financial Advisors first reported a position in KB Home in Q3 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's KB Home position peaked at $32K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held KB Home as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.