Atria Wealth Solutions’s TopBuild BLD Stock Holding History

Atria Wealth Solutions’s Portfolio BLD Stock Details BLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,114	Closed	-$1.2M	–	1929
2024 Q2	$1.2M	Sell	3,114 -22	-0.7%	-$8.97K	0.01%	811
2024 Q1	$1.38M	Buy	3,136 +338	+12%	+$132K	0.02%	767
2023 Q4	$1.05M	Buy	2,798 +359	+15%	+$103K	0.01%	842
2023 Q3	$614K	Sell	2,439 -14	-0.6%	-$3.86K	0.01%	1036
2023 Q2	$653K	Sell	2,453 -160	-6%	-$35.2K	0.01%	1035
2023 Q1	$544K	Sell	2,613 -137	-5%	-$26.5K	0.01%	1081
2022 Q4	$430K	Sell	2,750 -205	-7%	-$32.6K	0.01%	1163
2022 Q3	$487K	Buy	2,955 +1,446	+96%	+$267K	0.01%	1033
2022 Q2	$252K	Sell	1,509 -290	-16%	-$53.1K	﹤0.01%	1308
2022 Q1	$326K	Buy	+1,799	New	+$403K	0.01%	1274

Other funds holding BLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Atria Wealth Solutions's BLD Position: Q3 2024 in Review

Atria Wealth Solutions sold out of TopBuild (BLD) in Q3 2024, closing a stake of 3,114 shares — an estimated $1.2M sold.

Atria Wealth Solutions first reported a position in BLD in Q1 2022 and held it in 10 quarters. The position peaked at $1.38M in Q1 2024. 524 funds tracked by Wall St. Rank hold BLD as of Q3 2024.

Atria Wealth Solutions reported no remaining TopBuild position as of Q3 2024 after selling out during the quarter.
Atria Wealth Solutions sold 3,114 TopBuild shares in Q3 2024, an estimated $1.2M.
Atria Wealth Solutions first reported a position in TopBuild in Q1 2022 and held it in 10 quarters.
Atria Wealth Solutions's TopBuild position peaked at $1.38M in Q1 2024.
524 funds tracked by Wall St. Rank held TopBuild as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.