AWA
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return