Venturi Wealth Management’s KB Home KBH Stock Holding History

Venturi Wealth Management’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
2025 Q1	–	Sell	-65	Closed	-$4.27K	–	1253
2024 Q4	$4.27K	Buy	+65	New	+$5.06K	﹤0.01%	1736

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Venturi Wealth Management's KBH Position: Q1 2025 in Review

Venturi Wealth Management sold out of KB Home (KBH) in Q1 2025, closing a stake of 65 shares — an estimated $4.27K sold.

Venturi Wealth Management first reported a position in KBH in Q4 2024 and held it in 1 quarter. The position peaked at $4.27K in Q4 2024. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

Venturi Wealth Management reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 65 KB Home shares in Q1 2025, an estimated $4.27K.
Venturi Wealth Management first reported a position in KB Home in Q4 2024 and held it in 1 quarter.
Venturi Wealth Management's KB Home position peaked at $4.27K in Q4 2024.
413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.