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Wealth Architects’s Beazer Homes USA BZH Stock Holding History

Wealth Architects’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
Q4 		– Sell
-7,376
Closed -$252K – 217
2024
Q3 		$252K Buy
7,376
+15
+0.2% +$462 0.03% 182
2024
Q2 		$202K Hold
7,361
– – 0.02% 201
2024
Q1 		$241K Sell
7,361
-706
-9% -$21.8K 0.03% 180
2023
Q4 		$273K Hold
8,067
– – 0.04% 162
2023
Q3 		$201K Hold
8,067
– – 0.03% 176
2023
Q2 		$228K Buy
+8,067
New +$164K 0.04% 167

Other funds holding BZH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 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 $846B AUM 46.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wealth Architects's BZH Position: Q4 2024 in Review

Wealth Architects sold out of Beazer Homes USA (BZH) in Q4 2024, closing a stake of 7,376 shares — an estimated $252K sold.

Wealth Architects first reported a position in BZH in Q2 2023 and held it in 6 quarters. The position peaked at $273K in Q4 2023. 208 funds tracked by Wall St. Rank hold BZH as of Q4 2024.

  • Wealth Architects reported no remaining Beazer Homes USA position as of Q4 2024 after selling out during the quarter.
  • Wealth Architects sold 7,376 Beazer Homes USA shares in Q4 2024, an estimated $252K.
  • Wealth Architects first reported a position in Beazer Homes USA in Q2 2023 and held it in 6 quarters.
  • Wealth Architects's Beazer Homes USA position peaked at $273K in Q4 2023.
  • 208 funds tracked by Wall St. Rank held Beazer Homes USA as of Q4 2024.

Based on Wealth Architects's 13F filing for Q4 2024, filed 10 Feb 2025.