Accurate Wealth Management’s Builders FirstSource BLDR Stock Holding History

Accurate Wealth Management’s Portfolio BLDR Stock Details BLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-244	Closed	-$16.4K	–	387
2022 Q4	$16.4K	Buy	+244	New	+$15.2K	0.01%	744
2022 Q1	–	Sell	-9,909	Closed	-$862K	–	180
2021 Q4	$862K	Buy	9,909 +5	+0.1%	+$339	0.7%	33
2021 Q3	$862K	Sell	9,904 -7,843	-44%	-$383K	0.75%	32
2021 Q2	$757K	Buy	+17,747	New	+$823K	0.67%	35

Other funds holding BLDR

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Accurate Wealth Management's BLDR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Builders FirstSource (BLDR) in Q1 2023, closing a stake of 244 shares — an estimated $16.4K sold.

Accurate Wealth Management first reported a position in BLDR in Q2 2021 and held it in 4 quarters. The position peaked at $862K in Q4 2021. 543 funds tracked by Wall St. Rank hold BLDR as of Q1 2023.

Accurate Wealth Management reported no remaining Builders FirstSource position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 244 Builders FirstSource shares in Q1 2023, an estimated $16.4K.
Accurate Wealth Management first reported a position in Builders FirstSource in Q2 2021 and held it in 4 quarters.
Accurate Wealth Management's Builders FirstSource position peaked at $862K in Q4 2021.
543 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.