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WealthTrak Capital Management’s KB Home KBH Stock Holding History

WealthTrak Capital Management’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
-5
Closed -$329 – 1051
2024
Q4 		$329 Buy
+5
New +$389 ﹤0.01% 691

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

WealthTrak Capital Management's KBH Position: Q1 2025 in Review

WealthTrak Capital Management sold out of KB Home (KBH) in Q1 2025, closing a stake of 5 shares — an estimated $329 sold.

WealthTrak Capital Management first reported a position in KBH in Q4 2024 and held it in 1 quarter. The position peaked at $329 in Q4 2024. 413 funds tracked by Wall St. Rank hold KBH as of Q1 2025.

  • WealthTrak Capital Management reported no remaining KB Home position as of Q1 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 KB Home shares in Q1 2025, an estimated $329.
  • WealthTrak Capital Management first reported a position in KB Home in Q4 2024 and held it in 1 quarter.
  • WealthTrak Capital Management's KB Home position peaked at $329 in Q4 2024.
  • 413 funds tracked by Wall St. Rank held KB Home as of Q1 2025.

Based on WealthTrak Capital Management's 13F filing for Q1 2025, filed 15 May 2025.