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VisionPoint Advisory Group’s Beazer Homes USA BZH Stock Holding History

VisionPoint Advisory Group’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
2021
Q3 		– Sell
-88,439
Closed -$1.71M – 102
2021
Q2 		$1.71M Buy
88,439
+12,164
+16% +$267K 0.76% 36
2021
Q1 		$1.6M Buy
76,275
+40,692
+114% +$750K 0.76% 45
2020
Q4 		$539K Buy
35,583
+24,555
+223% +$353K 0.27% 77
2020
Q3 		$146K Buy
+11,028
New +$129K 0.06% 123

Other funds holding BZH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

VisionPoint Advisory Group's BZH Position: Q3 2021 in Review

VisionPoint Advisory Group sold out of Beazer Homes USA (BZH) in Q3 2021, closing a stake of 88,439 shares — an estimated $1.71M sold.

VisionPoint Advisory Group first reported a position in BZH in Q3 2020 and held it in 4 quarters. The position peaked at $1.71M in Q2 2021. 136 funds tracked by Wall St. Rank hold BZH as of Q3 2021.

  • VisionPoint Advisory Group reported no remaining Beazer Homes USA position as of Q3 2021 after selling out during the quarter.
  • VisionPoint Advisory Group sold 88,439 Beazer Homes USA shares in Q3 2021, an estimated $1.71M.
  • VisionPoint Advisory Group first reported a position in Beazer Homes USA in Q3 2020 and held it in 4 quarters.
  • VisionPoint Advisory Group's Beazer Homes USA position peaked at $1.71M in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2021.

Based on VisionPoint Advisory Group's 13F filing for Q3 2021, filed 8 Nov 2021.