YorkBridge Wealth Partners’s KB Home KBH Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-600	Closed	-$15K	–	432
2019 Q2	$15K	Hold	600	–	–	0.01%	502
2019 Q1	$15K	Hold	600	–	–	0.01%	505
2018 Q4	$11K	Hold	600	–	–	0.01%	560
2018 Q3	$14K	Hold	600	–	–	0.01%	575
2018 Q2	$16K	Hold	600	–	–	0.01%	576
2018 Q1	$17K	Hold	600	–	–	0.01%	563
2017 Q4	$18K	Hold	600	–	–	0.01%	546
2017 Q3	$14K	Hold	600	–	–	0.01%	601
2017 Q2	$14K	Hold	600	–	–	0.01%	584
2017 Q1	$12K	Hold	600	–	–	0.01%	595
2016 Q4	$10K	Buy	+600	New	+$9.38K	0.01%	586

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

YorkBridge Wealth Partners's KBH Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of KB Home (KBH) in Q3 2019, closing a stake of 600 shares — an estimated $15K sold.

YorkBridge Wealth Partners first reported a position in KBH in Q4 2016 and held it in 11 quarters. The position peaked at $18K in Q4 2017. 256 funds tracked by Wall St. Rank hold KBH as of Q3 2019.

YorkBridge Wealth Partners reported no remaining KB Home position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 600 KB Home shares in Q3 2019, an estimated $15K.
YorkBridge Wealth Partners first reported a position in KB Home in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's KB Home position peaked at $18K in Q4 2017.
256 funds tracked by Wall St. Rank held KB Home as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.