Arkadios Wealth Advisors’s Builders FirstSource BLDR Stock Holding History

Arkadios 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
2021 Q4	–	Sell	-265	Closed	-$13K	–	720
2021 Q3	$13K	Hold	265	–	–	﹤0.01%	1363
2021 Q2	$11K	Sell	265 -300	-53%	-$13.9K	﹤0.01%	1497
2021 Q1	$26K	Hold	565	–	–	﹤0.01%	890
2020 Q4	$23K	Sell	565 -135	-19%	-$4.78K	﹤0.01%	714
2020 Q3	$23.4K	Hold	700	–	–	0.01%	569
2020 Q2	$14.5K	Buy	+700	New	+$12.6K	0.01%	609

Other funds holding BLDR

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

CCM

Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Conifer Management New York $607M AUM 29.07% 1-Year Est. Return

Arkadios Wealth Advisors's BLDR Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Builders FirstSource (BLDR) in Q4 2021, closing a stake of 265 shares — an estimated $13K sold.

Arkadios Wealth Advisors first reported a position in BLDR in Q2 2020 and held it in 6 quarters. The position peaked at $26K in Q1 2021. 493 funds tracked by Wall St. Rank hold BLDR as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Builders FirstSource position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 265 Builders FirstSource shares in Q4 2021, an estimated $13K.
Arkadios Wealth Advisors first reported a position in Builders FirstSource in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's Builders FirstSource position peaked at $26K in Q1 2021.
493 funds tracked by Wall St. Rank held Builders FirstSource as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.