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Virtus Investment Advisers’s Beazer Homes USA BZH Stock Holding History

Virtus Investment Advisers’s Portfolio BZH Stock Details BZH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,512
Closed -$181K – 342
2024
Q1 		$181K Sell
5,512
-24,725
-82% -$764K 0.13% 201
2023
Q4 		$1.02M Sell
30,237
-3,329
-10% -$91K 0.77% 28
2023
Q3 		$836K Buy
+33,566
New +$968K 0.57% 40

Other funds holding BZH

DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Winslow Asset Management Beachwood, Ohio $515M AUM 30.41% 1-Year Est. Return

Virtus Investment Advisers's BZH Position: Q2 2024 in Review

Virtus Investment Advisers sold out of Beazer Homes USA (BZH) in Q2 2024, closing a stake of 5,512 shares — an estimated $181K sold.

Virtus Investment Advisers first reported a position in BZH in Q3 2023 and held it in 3 quarters. The position peaked at $1.02M in Q4 2023. 185 funds tracked by Wall St. Rank hold BZH as of Q2 2024.

  • Virtus Investment Advisers reported no remaining Beazer Homes USA position as of Q2 2024 after selling out during the quarter.
  • Virtus Investment Advisers sold 5,512 Beazer Homes USA shares in Q2 2024, an estimated $181K.
  • Virtus Investment Advisers first reported a position in Beazer Homes USA in Q3 2023 and held it in 3 quarters.
  • Virtus Investment Advisers's Beazer Homes USA position peaked at $1.02M in Q4 2023.
  • 185 funds tracked by Wall St. Rank held Beazer Homes USA as of Q2 2024.

Based on Virtus Investment Advisers's 13F filing for Q2 2024, filed 14 Aug 2024.