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Wipfli Financial Advisors’s Beazer Homes USA BZH Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$37K Buy
+3,823
New +$52.4K ﹤0.01% 1253

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
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
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WAM
Winslow Asset Management Beachwood, Ohio $575M AUM 36.53% 1-Year Est. Return

Wipfli Financial Advisors's BZH Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Beazer Homes USA (BZH) in Q3 2022: 3,823 shares worth $37K. The stake represents ﹤0.01% of the portfolio and ranks #1253 among its holdings.

155 funds tracked by Wall St. Rank hold BZH as of Q3 2022.

  • Wipfli Financial Advisors held 3,823 shares of Beazer Homes USA worth $37K as of Q3 2022.
  • Beazer Homes USA was a new Wipfli Financial Advisors position in Q3 2022.
  • Beazer Homes USA made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1253 holding.
  • 155 funds tracked by Wall St. Rank held Beazer Homes USA as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.