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Wipfli Financial Advisors’s KB Home KBH Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$128K Buy
+4,948
New +$149K 0.01% 618

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in KB Home (KBH) in Q3 2022: 4,948 shares worth $128K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings.

297 funds tracked by Wall St. Rank hold KBH as of Q3 2022.

  • Wipfli Financial Advisors held 4,948 shares of KB Home worth $128K as of Q3 2022.
  • KB Home was a new Wipfli Financial Advisors position in Q3 2022.
  • KB Home made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #618 holding.
  • 297 funds tracked by Wall St. Rank held KB Home as of Q3 2022.

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