AWM
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Affinity Wealth Management’s Builders FirstSource BLDR Stock Holding History

Affinity 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
2022
Q1 		– Sell
-68,381
Closed -$5.07M – 105
2021
Q4 		$5.07M Buy
68,381
+5,017
+8% +$340K 1.05% 24
2021
Q3 		$3.33M Buy
63,364
+8
+0% +$391 0.65% 35
2021
Q2 		$2.85M Buy
63,356
+909
+1% +$42.2K 0.57% 39
2021
Q1 		$2.99M Buy
62,447
+9,453
+18% +$402K 0.61% 35
2020
Q4 		$2.14M Buy
52,994
+1,126
+2% +$39.9K 0.45% 46
2020
Q3 		$1.75M Buy
+51,868
New +$1.41M 0.47% 37

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William Blair Investment Management
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State Street
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CCM
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Dimensional Fund Advisors
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Massachusetts Financial Services
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return