AE Wealth Management
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AE Wealth Management’s Builders FirstSource BLDR Stock Holding History

AE 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
2024
Q1 		– Sell
-6,954
Closed -$1.18M – 1235
2023
Q4 		$1.18M Sell
6,954
-2,766
-28% -$368K 0.01% 1092
2023
Q3 		$1.21M Buy
9,720
+8,068
+488% +$1.11M 0.01% 1019
2023
Q2 		$225K Buy
+1,652
New +$184K ﹤0.01% 1700
2022
Q2 		– Sell
-9,721
Closed -$627K – 1725
2022
Q1 		$627K Buy
+9,721
New +$706K ﹤0.01% 1116

Other funds holding BLDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AE Wealth Management's BLDR Position: Q1 2024 in Review

AE Wealth Management sold out of Builders FirstSource (BLDR) in Q1 2024, closing a stake of 6,954 shares — an estimated $1.18M sold.

AE Wealth Management first reported a position in BLDR in Q1 2022 and held it in 4 quarters. The position peaked at $1.21M in Q3 2023. 860 funds tracked by Wall St. Rank hold BLDR as of Q1 2024.

  • AE Wealth Management reported no remaining Builders FirstSource position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 6,954 Builders FirstSource shares in Q1 2024, an estimated $1.18M.
  • AE Wealth Management first reported a position in Builders FirstSource in Q1 2022 and held it in 4 quarters.
  • AE Wealth Management's Builders FirstSource position peaked at $1.21M in Q3 2023.
  • 860 funds tracked by Wall St. Rank held Builders FirstSource as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.