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Wealthcare Advisory Partners’s KB Home KBH Stock Holding History

Wealthcare Advisory Partners’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
-10,664
Closed -$701K – 930
2024
Q4 		$701K Sell
10,664
-229
-2% -$17.8K 0.02% 498
2024
Q3 		$933K Sell
10,893
-42
-0.4% -$3.38K 0.03% 434
2024
Q2 		$767K Sell
10,935
-94
-0.9% -$6.4K 0.02% 448
2024
Q1 		$782K Buy
11,029
+231
+2% +$14.7K 0.03% 443
2023
Q4 		$674K Buy
10,798
+82
+0.8% +$4.21K 0.03% 419
2023
Q3 		$496K Sell
10,716
-475
-4% -$24.1K 0.02% 434
2023
Q2 		$579K Sell
11,191
-81
-0.7% -$3.65K 0.03% 409
2023
Q1 		$453K Sell
11,272
-156
-1% -$5.69K 0.02% 482
2022
Q4 		$364K Buy
11,428
+116
+1% +$3.46K 0.02% 493
2022
Q3 		$293K Buy
11,312
+103
+0.9% +$3.1K 0.02% 489
2022
Q2 		$319K Buy
11,209
+299
+3% +$9.55K 0.02% 413
2022
Q1 		$353K Buy
10,910
+1,226
+13% +$48.3K 0.02% 375
2021
Q4 		$433K Buy
9,684
+477
+5% +$20K 0.03% 342
2021
Q3 		$358K Buy
9,207
+279
+3% +$11.6K 0.02% 374
2021
Q2 		$364K Buy
8,928
+8,428
+1,686% +$389K 0.02% 376
2021
Q1 		$23K Buy
+500
New +$20.7K ﹤0.01% 1151

Other funds holding KBH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthcare Advisory Partners sold out of KB Home (KBH) in Q1 2025, closing a stake of 10,664 shares — an estimated $701K sold.

Wealthcare Advisory Partners first reported a position in KBH in Q1 2021 and held it in 16 quarters. The position peaked at $933K in Q3 2024. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

  • Wealthcare Advisory Partners reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 10,664 KB Home shares in Q1 2025, an estimated $701K.
  • Wealthcare Advisory Partners first reported a position in KB Home in Q1 2021 and held it in 16 quarters.
  • Wealthcare Advisory Partners's KB Home position peaked at $933K in Q3 2024.
  • 413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

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