Amplius Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

Amplius Wealth Advisors’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 Q4	–	Sell	-1,190	Closed	-$231K	–	180
2024 Q3	$231K	Buy	+1,190	New	+$197K	0.03%	159
2024 Q2	–	Sell	-1,293	Closed	-$270K	–	169
2024 Q1	$270K	Sell	1,293 -93	-7%	-$17.2K	0.03%	136
2023 Q4	$231K	Buy	+1,386	New	+$184K	0.03%	152
2023 Q3	–	Sell	-1,544	Closed	-$210K	–	163
2023 Q2	$210K	Buy	+1,544	New	+$172K	0.03%	158

Other funds holding BLDR

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Amplius Wealth Advisors's BLDR Position: Q4 2024 in Review

Amplius Wealth Advisors sold out of Builders FirstSource (BLDR) in Q4 2024, closing a stake of 1,190 shares — an estimated $231K sold.

Amplius Wealth Advisors first reported a position in BLDR in Q2 2023 and held it in 4 quarters. The position peaked at $270K in Q1 2024. 821 funds tracked by Wall St. Rank hold BLDR as of Q4 2024.

Amplius Wealth Advisors reported no remaining Builders FirstSource position as of Q4 2024 after selling out during the quarter.
Amplius Wealth Advisors sold 1,190 Builders FirstSource shares in Q4 2024, an estimated $231K.
Amplius Wealth Advisors first reported a position in Builders FirstSource in Q2 2023 and held it in 4 quarters.
Amplius Wealth Advisors's Builders FirstSource position peaked at $270K in Q1 2024.
821 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2024.

Based on Amplius Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.