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Wealthcare Advisory Partners’s Beazer Homes USA BZH Stock Holding History

Wealthcare Advisory Partners’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
2025
Q1 		– Sell
-36,015
Closed -$989K – 910
2024
Q4 		$989K Buy
36,015
+5,412
+18% +$173K 0.03% 423
2024
Q3 		$1.05M Buy
30,603
+5,295
+21% +$163K 0.03% 411
2024
Q2 		$695K Buy
25,308
+5,179
+26% +$147K 0.02% 469
2024
Q1 		$660K Buy
+20,129
New +$622K 0.02% 489

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
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Boston Partners
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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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthcare Advisory Partners's BZH Position: Q1 2025 in Review

Wealthcare Advisory Partners sold out of Beazer Homes USA (BZH) in Q1 2025, closing a stake of 36,015 shares — an estimated $989K sold.

Wealthcare Advisory Partners first reported a position in BZH in Q1 2024 and held it in 4 quarters. The position peaked at $1.05M in Q3 2024. 196 funds tracked by Wall St. Rank hold BZH as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining Beazer Homes USA position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 36,015 Beazer Homes USA shares in Q1 2025, an estimated $989K.
  • Wealthcare Advisory Partners first reported a position in Beazer Homes USA in Q1 2024 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Beazer Homes USA position peaked at $1.05M in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Beazer Homes USA as of Q1 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2025, filed 15 Apr 2025.